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UNIVERSITY OF WATERLOO SENATE GRADUATE & RESEARCH COUNCIL NOTICE OF MEETING DATE: Monday 12 June 2017 TIME: 10:30 a.m. – 12:00 noon PLACE: Needles Hall, Room 3318 Chair – G. Dixon AGENDA Item Action 1. Declarations of Conflict of Interest a. Excerpt from Bylaw 1, section 8* 2. Minutes of 8 May 2017* and Business Arising 3. Co-chairs’ Remarks Information Decision (SGRC) Information 4. Name Change of Centres and Institutes a. Centre for Contact Lens Research* (Jones) Decision (SGRC) 5. Proposals for New Centres and Institutes a. Cybersecurity and Privacy Institute* (Boutaba) b. Waterloo Artificial Intelligence Institute* (Hasan, Melek) SEN-regular 6. New and Continuing Membership to Research Ethics Committees* Decision (SGRC) 7. Graduate Awards* (Mussar) a. Hira Ahuja Graduate Scholarship b. Ramakrishnan Award – trust c. Exceptional Doctoral Student Scholarship – operating d. The Norman Esch Entrepreneurial Challenge in Engineering Fund – trust e. Briarhurst Travel and Research Award – trust f. Hira and Kamal Ahuja International Graduate Scholarship – endowment g. Hira and Renu Ahuja International Graduate Scholarship – endowment h. Lalit Chugh and Hira Ahuja International Graduate Scholarship – endowment Decision (SGRC) Decision (SGRC) Decision (SGRC) Information Information Information Information Information 8. Curricular Submissions a. Arts* b. Engineering* c. Mathematics* d. Renison* Decision (SGRC) Decision (SGRC) Decision (SGRC); CW21 diploma proposal: SEN-regular Decision (SGRC) 9. Academic Program Review Reports Guiding Questions* for Final Assessment Reports and Two-Year Progress Reports a. Two-Year Progress Report – School of Planning* (Devedzija) Information Decision (SGRC) 10. Framework for the Assessment of Undergraduate Plagiarism* Information

UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

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Page 1: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

UNIVERSITY OF WATERLOO SENATE GRADUATE & RESEARCH COUNCIL

NOTICE OF MEETING

DATE: Monday 12 June 2017 TIME: 10:30 a.m. – 12:00 noon PLACE: Needles Hall, Room 3318

Chair – G. Dixon

AGENDA Item

Action

1. Declarations of Conflict of Interest a. Excerpt from Bylaw 1, section 8*

2. Minutes of 8 May 2017* and Business Arising

3. Co-chairs’ Remarks

Information Decision (SGRC) Information

4. Name Change of Centres and Institutes a. Centre for Contact Lens Research* (Jones)

Decision (SGRC)

5. Proposals for New Centres and Institutes a. Cybersecurity and Privacy Institute* (Boutaba) b. Waterloo Artificial Intelligence Institute* (Hasan, Melek)

SEN-regular

6. New and Continuing Membership to Research Ethics Committees* Decision (SGRC)

7. Graduate Awards* (Mussar) a. Hira Ahuja Graduate Scholarship b. Ramakrishnan Award – trust c. Exceptional Doctoral Student Scholarship – operating d. The Norman Esch Entrepreneurial Challenge in Engineering Fund – trust e. Briarhurst Travel and Research Award – trust f. Hira and Kamal Ahuja International Graduate Scholarship – endowment g. Hira and Renu Ahuja International Graduate Scholarship – endowment h. Lalit Chugh and Hira Ahuja International Graduate Scholarship – endowment

Decision (SGRC) Decision (SGRC) Decision (SGRC) Information Information Information Information Information

8. Curricular Submissions a. Arts* b. Engineering* c. Mathematics*

d. Renison*

Decision (SGRC) Decision (SGRC) Decision (SGRC); CW21 diploma proposal: SEN-regular Decision (SGRC)

9. Academic Program Review Reports Guiding Questions* for Final Assessment Reports and Two-Year Progress Reports a. Two-Year Progress Report – School of Planning* (Devedzija)

Information Decision (SGRC)

10. Framework for the Assessment of Undergraduate Plagiarism*

Information

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11. Other Business 12. Next Meeting: Monday 11 September 2017 from 10:30 a.m. to 12 noon in NH 3318

Information Information

* material attached ** to be distributed separately

“SGRC” to be approved on behalf of Senate “SEN” to be recommended to Senate for approval

5 June 2017

Alice Raynard Associate University Secretary

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Excerpt from Senate Bylaw 1

8. Declarations of conflict of interest

8.01 At the beginning of each meeting of Senate or any of Senate’s committees or councils, the chair will call for members to declare any conflicts of interest

with regard to any agenda item. For agenda items to be discussed in closed session, the chair will call for declarations of conflict of interest at the

beginning of the closed portion of the meeting. Members may nonetheless declare conflicts at any time during a meeting.

8.02 A member shall be considered to have an actual, perceived or potential conflict of interest, when the opportunity exists for the member to use confidential information gained as a member of Senate, or any of Senate’s

committees or councils, for the personal profit or advantage of any person, or use the authority, knowledge or influence of the Senate, or a committee

or council thereof, to further her/his personal, familial or corporate interests or the interests of an employee of the university with whom the member has a marital, familial or sexual relationship.

8.03 Members who declare conflicts of interest shall not enter into debate nor vote upon the specified item upon which they have declared a conflict of

interest. The chair will determine whether it is appropriate for said member to remove themselves from the meeting for the duration of debate on the

specified item(s).

8.04 Where Senate or a committee or council of Senate is of the opinion that a

conflict of interest exists that has not been declared, the body may declare by a resolution carried by two-thirds of its members present at the meeting

that a conflict of interest exists and a member thus found to be in conflict shall not enter into debate on the specified item upon which they have declared a conflict of interest. The chair will determine whether it is

appropriate for said member to remove themselves from the meeting for the duration of debate on the specified item(s).

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University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL

Minutes of the 8 May 2017 Meeting [in agenda order]

Present: Jeremy Bergen, Jeff Casello, George Dixon, Bernard Duncker, Rhona Hanning, Anwar Hasan, Bruce Hellinga, Robert Hill, Julie Joza, Lynn Judge, Tim Kenyon, Srinivasan Keshav, Bruce Muirhead, Richard Staines, Jackie Stapleton, Mike Szarka Secretariat: Alice Raynard Resources: Trevor Clews, Amanda McKenzie Guests: Catherine Burns (5) Regrets: Raouf Boutaba*, Robert Bruce, Adam Dor On, Claude Duguay, Raymond Legge, Simron Singh, Aaron Thompson, John Thompson, Linda Warley* *regrets Organization of Meeting: Jeff Casello, co-chair of the council, took the chair, and Alice Raynard acted as secretary. The secretary advised that due notice of the meeting had been given, a quorum was present, and the meeting was properly constituted. 1. DECLARATIONS OF CONFLICT OF INTEREST No conflicts of interest were declared. 2. MINUTES OF 10 APRIL 2017 AND BUSINESS ARISING The minutes were approved, taking into account the following corrections: Anwar Hasan was present; and, under item 6 Curricular Submissions, the following section should read (underline = new text): a. Applied Health Sciences. Council heard a motion to recommend modifying the wording in the graduate calendar for all School of Public Health and Health Systems (SPHHS) graduate programs to state that the minimum grade average be 75% in full group of courses presented for the degree and that grades of individual courses must exceed 70%. The motion is to be forwarded to Senate for approval. Hanning and Warley. Carried. Council heard a motion to recommend modifying the admission requirements for all programs in the SPHHS so that the “Graduate Studies accepted examinations and alternative higher scores” be required for English Language Proficiency. The motion is to be forwarded to Senate for approval. Hanning and Staines. Carried. Council heard a motion to approve the addition of the Collaborative MSc and PhD Programs in Public Health and Health Systems – Water to the curriculum within SPHHS. Hanning and Staines. Carried. Kenyon and Hellinga. Carried. 3. CO-CHAIRS’ REMARKS Dixon extended to everyone his congratulations on the upward trajectory on research funding. In 2017, research funding has reached $205,6M, whereas it was of $183M in 2016. Two Canada Excellence funds will also provide an additional $10M per year to the total research funding. Casello asked members for thoughts on the future strategic plan of the University of Waterloo; members discussed the need for stronger metrics in order to support the differentiation of the University of Waterloo, enhancing messaging about graduate studies and increasing the number of postdocs. Given the upcoming retirement of Dixon from his position as Vice President, Research, Casello extended, on behalf of Council, his gratitude for Dixon’s leadership in research. Dixon thanked all who, throughout the years, provided him with excellent counsel, in a manner that has been both collegial and friendly.

4. PROPOSALS FOR NEW CENTRES AND INSTITUTES a. CBB. Council heard a motion to recommend the establishment of the new Centre for Bioengineering and Biotechnology. Muirhead and Duncker. Carried.

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SENATE GRADUATE AND RESEARCH COUNCIL 8 May 2017 Page 2 of 2  5. RENEWAL OF SENATE-APPROVED CENTRES AND INSTITUTES a. IQC. Council heard a motion to approve the renewal of the Institute for Quantum Computing. Muirhead and Duncker. Carried. 

6. NEW AND CONTINUING MEMBERSHIP TO RESEARCH ETHICS COMMITTEES Council heard a motion to approve modifications to the Clinical Research Ethics Committee (CREC). Joza and Kenyon. Carried. 7. CURRICULAR SUBMISSIONS a. Arts. Council heard a motion to approve two program revisions in Sociology: changes to wording regarding a minimum grades requirement in the MA and MA Coop programs; and the addition of a minimum grades requirement in the PhD and PhD Coop programs. Kenyon and Hasan. Carried. b. Engineering. Council heard a motion to approve the alignment of seminar requirements for part time students with that of full time students in the PhD, MASc, and MEng programs in Chemical Engineering. Hellinga and Judge. Carried. c. Theology. Council heard a motion to approve new courses, course revisions and courses inactivations, and one program revision, for the Conrad Grebel University College. Bergen and Hanning. Carried. 8. OTHER BUSINESS There was no other business. 9. NEXT MEETING The next meeting will be on Monday 12 June 2017 from 10:30 a.m. to 12 noon in NH 3318.

3 June 2017 Alice Raynard Associate University Secretary

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Memorandum 

To:     Members 

    Senate Graduate and Research Council 

 

From:     Lyndon Jones Director of the Centre for Contact Lens Research  

Date:     June 2 2017 

 

Subject:   Centre for Contact Lens Research Name Change 

 

 

Note: Item will be presented to Senate on Monday 19th June. 

 Proposal: The Centre for Contact Lens Research (CCLR) proposes to change its name to “Centre for Ocular Research & Education (CORE)”   Rationale: When the CCLR was established in 1988, we were partnering with a group of contact lens manufacturers (all in the US at the time) to conduct almost exclusively clinical contact lens research. For many years this relationship worked well and the CCLR continued to grow in terms of revenue generation, personnel and graduate student support.   In the last 10 years we have seen a number of our key industry partners merge and consolidation of the contact lens industry globally, resulted in fewer research projects of the type we were typically conducting. This has led to us having to explore opportunities with new research partners and a need to expand our core capabilities, particularly in our basic science laboratories.   During consultation with these external partners, it became increasingly apparent that our name (and the associated perception of our capabilities) has limited potential projects and new partnerships. We now have a very broad range of capabilities that extend far beyond basic and clinical research on contact lens‐related topics. These include biomaterial engineering, microbiology, toxicology, cell biology, tear film & ocular surface research, qualitative research, educational websites, biomaterial development and drug delivery.   We spoke with several key individuals within the University and there was support that we look at a change in our name and branding that would allow us to attract research projects in new fields and with new sponsors. At that time, we engaged an agency to work closely with our Senior Administration Team during a strategic review that was both internal and external. This company conducted extensive interviews with internal stakeholders in the CCLR and at UW and with external collaborators, as well as with our current industry partners.   With feedback from these interviews, the agency worked with us to develop a new name and branding that better reflects the broad range of capabilities that our research centre offers to our internal and 

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external research partners. We believe that this will open the door to future opportunities with new research partners and consolidate the future growth of our research enterprise.  We have worked with the University lawyers to confirm that the name has no associated issues in terms of other organisations that have similar names and received approval that we were free and clear to trademark this name in Canada, pending Senate approval. We have also met with the University brand team to ensure that the colours for the chosen logo are appropriate and how the name should be co‐branded to link it to the University of Waterloo and School of Optometry. At this meeting (1st June 2017) the proposal was well received and is considered acceptable, with minor changes to the colour palette (which is being worked on).  

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Logo & Colour Palette 1

CORECentre for OcularResearch & Education

Page 9: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Logo & Colour Palette 1

COREBioSciences

CORECentre for OcularResearch & Education

COREClinical

COREEducation

COREat the University of Waterloo

COREat the School of Optometry & Vision Science

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June 2, 2017 Professors George Dixon and Jeff Casello Senate Graduate and Research Council University of Waterloo Re: Establishment of the Cybersecurity and Privacy Institute Dear Professors Dixon and Casello, As the Chair of the Steering Committee for the formation of the Cybersecurity and Privacy Institute (CPI), I am enthusiastically requesting the Senate Graduate & Research Council recommend Senate approval to establish CPI as a University-level institute. The steering committee has representation among the cybersecurity and privacy researchers in the Department of Combinatorics and Optimization, Cheriton School of Computer Science, Department of Electrical and Computer Engineering, and IQC. Representatives from each faculty involved in work related to the research and application of security and privacy, behavioural issues, policy-making, and so on, have contributed strongly on the Steering Committee. Other members include representation from the Office of Research, Advancement, Engineering Research, and the Institute for Computer Research. As described in the attached proposal, Waterloo has an exciting opportunity to form a multidisciplinary and collaborative CPI University-level Institute that will exceed any similar efforts elsewhere in Canada. Our achievements and reputation in cryptography, cybersecurity and privacy are world-class. Most of the researchers in our two relevant research groups, the Centre for Applied Cryptographic Research (CACR) and the Cryptography, Security and Privacy research group (CrySP) are excited about the potential for multi-disciplinary work with researchers who apply security and privacy in domains, create new technologies to be secured, or investigate relevant human and societal issues. Over the past eighteen months, while the CPI Steering Committee has been defining the Institute, companies have been approaching Waterloo about collaborative research in security and privacy. Aware of Waterloo’s reputation in security and privacy, underlying mathematics, data science, usability, systems and ICT in general, they expect we would have a multi-themed holistic approach to this significant challenge. Waterloo can also play a leadership role in advancing Canada’s ability to

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address the adoption of quantum-safe cryptosystems, resulting in standardization and export. I strongly encourage the Council to recommend the establishment of the Cybersecurity and Privacy Institute as one of Waterloo’s University-level institutes. Respectfully submitted, Stephen Watt Chair, Cybersecurity and Privacy Steering Committee Dean, Faculty of Mathematics

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Cybersecurity  and  Privacy  Institute  (CPI)  –  A  Proposal  to  Establish  a  University-­‐level  Research  Institute  

 Summary:  In  cryptography,  security  and  privacy,  the  University  of  Waterloo  has  national  prominence  and  a  worldwide  reputation.    By  establishing  a  University-­‐level  Institute,  the  collaboration  among  the  core  group  of  scientists  in  Combinatorics  and  Optimization,  the  Cheriton  School  of  Computer  Science,  and  Electrical  and  Computer  Engineering,  will  be  solidified  and  extended  to  include  others  in  related  technologies,  areas  of  application,  and  policy,  society  and  the  economy.    This  interdisciplinary  Institute,  led  by  an  Executive  Director  of  international  stature,  will  solidify  Waterloo’s  position  as  Canada’s  leader  in  cybersecurity  and  privacy.    What  Is  Being  Proposed:  We  seek  a  recommendation  from  the  Senate  Graduate  &  Research  Council  for  Senate  approval  to  establish  the  University-­‐level  institute  called  the  Cybersecurity  and  Privacy  Institute.    This  Institute  would  have  ~88  regular  faculty  members  representing  all  UW  Faculties.    Currently,  the  break-­‐  down  is  approximately  as  follows:    Math   39  Engineering   31  Arts   11  Science   4  AHS   3  Environment   1    An  list  of  initial  and  potential  initial  members  is  provided  in  Appendix  A.    Characteristics  of  a  University-­‐Level  Institute:  Under  Waterloo’s  Policy  44,  University  Research  Institutes  are  cross-­‐Faculty,  University-­‐supported  research  units  that  facilitate  collaborative  research  across  departments,  schools  and  faculties,  as  well  as  international  research  collaborations.    There  are  currently  four  approved  University  institutes:  IQC  (Institute  for  Quantum  Computing)  WIN  (Waterloo  Institute  for  Nanotechnology)  WISE  (Waterloo  Institute  for  Sustainable  Energy)  The  Water  Institute    The  advantages  to  CPI  of  being  a  University-­‐level  institute  include  the  expectation  of  an  international  search  for  an  Executive  Director  and  the  provision  of  ~$300K  from  the  University  each  year,  based  on  a  successful  strategic  budget  prepared  by  CPI’s  Executive  Director,  to  support  the  institute’s  operation.    

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Timing  of  the  Establishment  of  the  Institute–Why  Now?  Waterloo  has  decades  of  achievement  in  cryptography,  beginning  with  the  late  FRS  Bill  Tutte,  who  was  named  to  the  Order  of  Canada  for  his  contributions  to  cryptography  research  labelled  as  “the  greatest  intellectual  feat  of  the  Second  World  War”,  to  the  creation  of  the  Centre  for  Applied  Cryptographic  Research  (CACR),  the  spin-­‐off  of  Certicom  and  the  broadening  into  privacy  and  privacy  enhancing  technologies  with  the  formation  of  the  Cryptography,  Security  and  Privacy  (CrySP)  research  group.    (CACR  and  CrySP  will  be  federated  with  CPI.)    Several  accomplishments  of  these  cybersecurity  and  privacy  researchers  are  summarized  in  Appendix  B.    Cybersecurity  and  privacy  are  growing  in  importance  as  business  moves  to  the  Internet,  with  big  data  analytics  enabling  new  kinds  of  services  and  opportunities.    The  Internet  of  Things,  and  its  looming  use  in  integrated  transportation  systems,  autonomous  driving,  advanced  manufacturing  and  elsewhere  add  pressure.    Customers  are  seeing  breaches  in  their  credit  card  and  identity  information  on  a  monthly  basis  in  the  news.    New  information  processing  paradigms,  including  the  shift  to  the  cloud,  exacerbate  the  threat  of  attacks.    Many  of  the  problems  in  securing  information  and  preserving  privacy  are  not  purely  technical,  and  members  of  CACR  and  CrySP  are  seeking  connection  with  researchers  in  other  disciplines  to  collaborate  on  issues  in  application  of  security,  policy-­‐making,  behavior  of  users/hackers/insiders,  etc.    The  recent  decision  to  apply  for  a  Canada  Excellence  Research  Chair  in  next-­‐generation  cryptographic  technologies,  and  the  preparation  of  proposals  to  the  last  round  of  CERC  (in  cybersecurity  and  privacy)  and  the  first  round  of  CFREF,  have  also  created  a  desire  for  a  larger  multidisciplinary  cybersecurity  and  privacy  research  institute,  which  would  be  a  natural  home  for  the  CERC  and  related  new  faculty  hires,  and  would  amplify  their  research  efforts.    Two  of  Canada’s  banks,  and  several  other  large  companies,  have  approached  Waterloo  seeking  research  collaborations  in  topics  such  as  intrusion  detection,  privacy  enhancing  technologies,  etc.    The  CPI  would  play  an  active  role  in  coordinating  and  maximizing  such  opportunities  in  the  future,  including  possibly  hosting  some  research  staff  who  could  attend  to  the  day-­‐to-­‐day  interaction  with  companies  and  solidify  the  relationships.    Other  Canadian  universities  are  mobilizing  to  create  centres  in  cybersecurity  and  privacy.    University  of  New  Brunswick,  Carleton  and  Calgary  all  have  research  centres  with  sizable  Web  presence.    Ryerson  has  hired  Ann  Cavoukian,  the  previous  Privacy  Commissioner  for  Ontario,  and  has  a  Privacy  and  Big  Data  Institute.    Benoit  Dupont,  a  criminologist  from  University  of  Montreal,  formed  SERENE,  a  federally-­‐funded  knowledge-­‐mobilization  National  Centre  of  Excellence,  to  work  with  government  and  companies  to  provide  a  safer  online  experience  and  promote  privacy.    ($1.6m  for  2014–2018  for  about  a  dozen  researchers.)    Benoit  is  rumored  

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to  be  preparing  a  full  NCE  application.    (~$25m  for  5  years.)    The  Institute  for  Quantum  Research  has  uniquely  positioned  Waterloo  to  lead  in  quantum-­‐safe  cryptography,  with  several  Waterloo  researchers  now  tackling  aspects  of  this  problem.    Spin-­‐off  companies  are  forming  to  address  the  opportunities  created  by  the  potential  for  quantum  computers  to  accelerate  cryptographic  attacks  and  effectively  break  current  cryptosystems  in  the  foreseeable  future.    Prof.  Michele  Mosca  has  engaged  the  financial  industry  and  government  policymakers  in  discussions  about  the  importance  of  addressing  this  threat  and  the  opportunity  to  export  solutions.    This  Institute  could  help  press  government  to  take  action  to  mobilize  the  quantum-­‐safe  agenda.      As  the  federal  government  implements  their  economic  cluster  policy,  there  is  talk  of  a  Fintech  and  Cybersecurity  cluster  in  the  Toronto/southern  Ontario  area,  and  a  vibrant  CPI  would  be  an  advantage  for  our  involvement  in  such  a  cluster.    Progress  to  Date:  Stephen  Watt  has  been  chairing  a  Steering  Committee  for  the  formation  of  CPI,  with  representation  from  CACR,  CrySP,  ECE,  each  Faculty,  Advancement,  and  the  Office  of  Research.    This  has  resulted  in  a  shared  vision  of  the  University-­‐level  institute  and  the  draft  CPI  constitution  in  Appendix  C.    Representatives  from  each  faculty  have  put  initial  efforts  into  engaging  researchers  to  become  members,  and  32  of  the  88  potential  members  in  Appendix  A  have  already  agreed.    Each  of  the  Deans  have  provided  letters  enthusiastically  supporting  the  formation  of  this  University-­‐level  Institute,  provided  in  Appendix  D.    The  Chair  of  the  Department  of  Combinatorics  and  Optimization,  the  Chair  of  the  Department  of  Electrical  and  Computer  Engineering,  and  the  Director  of  Computer  Science,  have  also  provided  letters.    The  VP  University  Research  and  the  Associate  VP  Research  are  both  very  enthusiastic  about  the  formation  of  the  Institute,  in  part  because  of  the  importance  of  cybersecurity  and  privacy  at  this  time  and  into  the  future.    Plan  for  the  Executive  Director’s  Office:  Waterloo  will  recruit  an  Executive  Director,  who  is  a  cybersecurity  and  privacy  researcher  of  international  stature,  who  may  be  an  internal  or  external  candidate.    If  an  external  candidate,  the  candidate  will  become  a  faculty  member  at  Waterloo.    The  CPI  Steering  Committee  is  responsible  to  conduct  the  search,  and  may  form  a  subcommittee  to  perform  the  search  itself.    There  are  perhaps  synergies  with  the  search  for  the  CERC  in  Next  Generation  Cryptographic  Technologies  which  can  benefit  the  CPI  search.        The  Executive  Director  will  hire  a  managing  director  for  activities  and  collaboration,  and  a  communications  person  who  also  does  some  administration  and  accounting.    

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Research:  There  are  several  research  benefits  and  opportunities  made  available  by  the  establishment  of  CPI,  including:  

• The  emphasis  on  multidisciplinary  research,  and  activities  to  promote  it,  will  create  more  collaboration  across  faculties.    This  will  also  provide  a  richer  environment  for  the  training  of  multi-­‐faceted  HQP.  

• CPI’s  existence  is  evidence  of  the  strategic  importance  of  cybersecurity  and  privacy  at  Waterloo,  which  will  aid  principal  investigators  in  competing  for  tri-­‐council  and  other  funding.  

• The  Executive  Director’s  office,  and  the  activities  undertaken  by  CPI,  will  provide  “one  stop  shopping”  for  companies  and  government  agencies  interested  in  approaching  Waterloo  about  security  and  privacy.    This  will  result  in  more  opportunity  for  researchers  in  CPI.  

• Waterloo  has  pursued  several  institution-­‐level  grant  opportunities  in  the  last  five  years  in  security  and  privacy.    The  creation  of  CPI  will  provide  a  natural  locus  for  future  applications.  

• Discussions  and  ideas  bounced  among  CPI  researchers  will  benefit  research  enormously.    CPI  increases  Waterloo’s  potential  to  secure  data  and  communication  networks,  used  for  government,  industry,  health  and  transportation,  against  unknowable  future  threats  by:  changing  the  way  people  think  about  privacy;  creating  algorithms  to  provide  services  without  keeping  personal  data  subject  to  exfiltration;  discovering  ways  to  process  encrypted  information;  and  inventing  quantum-­‐safe  cryptosystems.  

 Success  targets  include:  

• Increasing  the  external  funding  available  for  security  and  privacy  research  from  the  ~$4.5m  per  year  for  the  22  researchers  linked  with  the  CERC  proposal  to  an  annual  amount  of  $10m  per  year  for  the  total  of  all  CPI  researchers  at  the  end  of  CPI’s  first  five  years.  

• Initiating  significant  collaborations  between  technology  researchers  in  Math  and  Engineering  with  researchers  in  each  of  the  other  faculties.  

• Building  on  the  momentum  initiated  by  the  $2m  (total  for  three  years)  relationship  with  RBC,  to  create  significant  external  sponsored  research  relationships  with  three  other  companies  in  the  first  five  years  of  CPI.  

• Succeeding  at  one  or  more  institution-­‐level  grants  such  as  a  SSHRC  Partnership  Grant,  a  CFREF  award,  an  NSERC  Research  Network,  or  a  large  CFI  facility.  

 Facilities:  CPI  will  have  distributed  facilities,  including  lab  space  available  to  members  of  groups  federated  with  CPI,  such  as  CrySP,  which  has  it’s  own  lab  and  a  world-­‐scale  privacy  enhancing  technologies  testbed,  called  RIPPLE,  CFI-­‐funded  (~$2m)  and  operated  by  SHARCNet.    As  part  of  the  CPI  collaboration  with  RBC,  RBC  will  provide  $280K  in  2017  to  update  and  upgrade  the  RIPPLE  facility.    CACR  (another  federated  group)  has  members  in  the  Department  of  Combinatorics  and  Optimization,  the  

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Cheriton  School  of  Computer  Science  and  the  Department  of  Electrical  and  Computer  Engineering,  where  researchers  have  labs  provided  by  their  departments.    For  example,  in  ECE,  Profs.  Guang  Gong  and  Mark  Aagaard  lead  the  Communications  Security  Lab.    Catherine  Gebotys  heads  a  laboratory  for  side-­‐channel  attacks  on  embedded  systems  and  smartphones.    As  part  of  the  CERC  application,  the  Faculty  of  Mathematics  has  proposed  10,000  square  feet  of  office,  meeting  rooms  and  lab  facilities,  initially  in  the  Math  and  Computer  Building.    This  will  be  one  of  CPI’s  primary  locations  and  the  Faculty  of  Mathematics  will  provide  extra  office  space  for  the  CPI  Executive  Director  and  the  two  staff  members  in  the  Director’s  Office  if  needed.    Budget:  Currently,  the  external  funding  available  for  security  and  privacy  research,  for  the  22  researchers  linked  with  the  CERC  proposal,  averages  about  $4.5m  per  year,  including  tri-­‐council,  industry  funds,  and  large  institutional  awards  such  as  CFI.    We  intend  to  increase  this  annual  funding  to  $10m  per  year  for  the  total  of  all  CPI  researchers  (88  researchers)  at  the  end  of  CPI’s  first  five  years.    We  don’t  have  a  baseline  for  the  88  researchers  now.    It  might  appear  that  22  of  88  researchers  are  now  averaging  $4.5m/yr  so  88  researchers  would  probably  bring  in  more  than  $10m/yr  now,  but  we  have  captured  the  highest  flyers,  who  are  solely  focused  on  security  and  privacy,  in  the  22  researchers  in  the  CERC.    The  early  formation  of  CPI  has  already  helped  create  a  $1.8m  collaboration  with  RBC  (including  sponsorship  for  research,  the  CyberWorks21  CREATE  program,  the  RIPPLE  facility  upgrade  and  a  meeting  area  on-­‐campus  to  collaborate  with  RBC’s  security  researchers  and  data  scientists.)    The  table  below  provides  an  estimate  of  incremental  income  and  expenses  related  to  the  activities  of  CPI.    

  Year  1   Year  2   Year  3   Year  4   Year  5  Income  Sources            University  Central  Funds   300K   300K   300K   300K   300K  CERC     1430K   1430K   1430K   1430K  RBC   780K   510K   510K      Other  Industry  Sponsorship       500K   1000K   1000K  Total  Income   1080K   2240K   2740K   2730K   2730K  Expenses            Research  Expenses  for  CERC  Research  Program  and  Industry-­‐funded  projects  

780K   1940K   2440K   2430K   2430K  

Director’s  Office  Staff  Salaries   200K   208K   216K   224K   232K  Director’s  Office  Equipment   15K          Director’s  Office  Travel   20K   20K   20K   20K   20K  External  Advisory  Board  Travel   25K   25K   25K   25K   25K  CPI  Industrial  Interaction  Costs   25K   25K   25K   25K   25K  Total  Expenses   1065K   2218K   2726K   2724K   2732K    

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Appendix  A:    List  of  Potential  Members  (32  have  already  confirmed  their  membership)  

 NAME   DEPARTMENT   FACULTY  

 Cybersecurity,  Privacy  and  Cryptography  

   Gord  Agnew   ECE   Engineering  Raouf  Boutaba   SCS   Mathematics  Richard  Cleve   SCS   Mathematics  Vijay  Ganesh   ECE   Engineering  Catherine  Gebotys   ECE   Engineering  Mark  Giesbrecht   SCS   Mathematics  Ian  Goldberg   SCS   Mathematics  Guang  Gong   ECE   Engineering  Sergey  Gorbunov   SCS   Mathematics  Daniel  Gottesman   Institute  for  Quantum  Computing   Mathematics  Maura  Grossman   SCS   Mathematics  Anwar  Hasan   ECE   Engineering  Urs  Hengartner   SCS   Mathematics  David  Jao   Combinatorics  and  Optimization   Mathematics  Thomas  Jennewein   Dept.  of  Physics  and  Astronomy   Science  Florian  Kerschbaum   SCS   Mathematics  Srinivasan  Keshav   SCS   Mathematics  Raymond  LaFlamme   Institute  for  Quantum  Computing    Science  Debbie  Leung   Combinatorics  and  Optimization   Mathematics  Ming  Li   SCS   Mathematics  Norbert  Lütkenhause   Dept.  of  Physics  and  Astronomy   Science  Vadim  Makarov   Dept.  of  Physics  and  Astronomy   Science  Ian  McKillop   School  of  Public  Health/Health  Systems   AHS  David  McKinnon   Pure  Mathematics   Mathematics  Alfred  Menezes   Combinatorics  and  Optimization   Mathematics  Michele  Mosca   Institute  for  Quantum  Computing   Mathematics  Ian  Munro   SCS   Mathematics  Ashwin  Nayak   Combinatorics  and  Optimization   Mathematics  Jeffrey  Shallit   SCS   Mathematics  Cameron  Stewart   Pure  Mathematics   Mathematics  Doug  Stinson   SCS   Mathematics  Frank  Tompa   SCS   Mathematics  Mahesh  Tripunitara   ECE   Engineering  

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Impacts  of  Security  and  Privacy  on  Policy,  Society  and  the  Economy  

  Kelly  Anthony   School  of  Public  Health/Health  Systems   AHS  Efrim  Boritz   School  of  Accounting  &  Finance   Arts  Phillip  Boyle   Sociology  and  Legal  Studies  Dept.   Arts  Lorne  Dawson   Sociology  and  Legal  Studies  Dept.   Arts  Kathryn  (Kate)  Henne   Sociology  and  Legal  Studies  Dept.   Arts  Vanessa  Iofolla   Sociology  and  Legal  Studies  Dept.   Arts  Veronica  Kitchen   Political  Science   Arts  John  McLevey   Knowledge  Integration   Environment  Bessma  Momani   Political  Science   Arts  Plinio  Morita   School  of  Public  Health/Health  Systems   AHS  Daniel  O'Connor   Sociology  and  Legal  Studies  Dept.   Arts  Marcel  O'Gorman   English  Language  and  Literature   Arts  Jennifer  Whitson   Sociology  and  Legal  Studies  Dept.   Arts  John  Yard   School  of  Accounting  &  Finance   Arts  

  Integrity  of  Infrastructure     Mark  Aagaard   ECE   Engineering  

Otman  Basir   ECE   Engineering  Dan  Berry   SCS   Mathematics  Slim  Boumaiza   ECE   Engineering  Timothy  Brecht   SCS   Mathematics  Peter  Buhr   SCS   Mathematics  Charles  Clarke   SCS   Mathematics  Gordon  Cormack   SCS   Mathematics  Krzysztof  Czarnecki   ECE   Engineering  Nancy  Day   SCS   Mathematics  Werner  Dietl   ECE   Engineering  Ehab  El-­‐Saadany   ECE   Engineering  Sebastian  Fischmeister   ECE   Engineering  Michael  Godfrey   SCS   Mathematics  Wojciech  Golab   ECE   Engineering  Pin-­‐Han  Ho   ECE   Engineering  Jesse  Hoey   SCS   Mathematics  Martin  Karsten   SCS   Mathematics  Amir  Khandani   ECE   Engineering  Patrick  Lam   ECE   Engineering  Kate  Larson   SCS   Mathematics  Ondrej  Lhotak   SCS   Mathematics  

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Jimmy  Lin   SCS   Mathematics  Raafat  Mansour   ECE   Engineering  Ravi  Mazumdar   ECE   Engineering  Sagar  Naik   ECE   Engineering  Hiren  Patel   ECE   Engineering  Rodolfo  Pellizzoni   ECE   Engineering  Pascal  Poupart   SCS   Mathematics  Prabhakar  Ragde   SCS   Mathematics  Derek  Rayside   ECE   Engineering  Catherine  Rosenberg   ECE   Engineering  Eric  Schost   ECE   Engineering  Xuemin  (Sherman)  Shen   ECE   Engineering  John  Simpson-­‐Porco   ECE   Engineering  Stephen  Smith   ECE   Engineering  Ladan  Tahvildari   ECE   Engineering  Lin  Tan   ECE   Engineering  John  Thistle   ECE   Engineering  Richard  Trefler   SCS   Mathematics  Peter  VanBeek   SCS   Mathematics  Stephen  Watt   SCS   Mathematics  Bernard  Wong   SCS   Mathematics  Weihua  Zhuang   ECE   Engineering  

         

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Appendix  B:    Some  Notable  Accomplishments  of  Cybersecurity  and  Privacy  Researchers  at  Waterloo  

   

• Cryptanalysis  work  by  Scott  Vanstone  and  Ron  Mullin  found  a  vulnerability  in  a  discrete  logarithm  cryptosystem  chip  that  HP  intended  to  bring  to  market  in  the  1980s.    Soon  afterwards,  they  were  joined  by  Gordon  Agnew  and  Ian  Blake  from  ECE,  and  they  focused  on  the  use  of  elliptic  curves  for  public  key  cryptosystems,  This  led  to  the  foundation  of  the  Centre  for  Applied  Cryptographic  Research  (CACR).      

 • Interest  in  the  robustness  of  classic  cryptography  in  a  world  with  available  

quantum  computing  was  a  partial  attraction  for  the  first  quantum  researchers  at  Waterloo,  who  seeded  the  formation  of  the  Institute  for  Quantum  Computing.      

• A  digital  signature  scheme  for  the  protection  of  data,  giving  partial  message  recovery,  based  on  elliptic  curves,  developed  by  Vanstone  and  Pitney-­‐Bowes  industry  collaborator  Pintsov,  and  adopted  as  an  ANSI  standard  in  2009.    

• A  scheduling  algorithm  for  the  Tor  anonymity-­‐preserving  network,  based  on  the  exponentially  weighted  moving  average  for  the  number  of  cells  sent  on  each  circuit,  was  adopted  by  Tor  in  2010.  

 • Off-­‐The-­‐Record  Messaging  (OTR)  has  been  widely  adopted,  implemented  and  

extended,  to  provide  security  and  privacy  for  instant  messaging  (IM)  networks.    

• Key  results  in  quantum  communication,  including  proof  that  zero-­‐knowledge  protocols  are  secure  against  quantum  attack.  

   

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 Appendix  C:  

Cybersecurity  and  Privacy  Institute  Draft  Constitution  

 The  Cybersecurity  and  Privacy  Institute  (CPI)  is  a  University  Research  Institute  as  defined  in  the  University  of  Waterloo  Policy  44  on  Research  Centres  and  Institutes,  anticipated  to  be  approved  by  Senate  on  the  recommendation  of  the  Senate  Graduate  &  Research  Council.    Mission:    To  facilitate  collaborative  research  in  cybersecurity,  privacy  and  cryptography,  across  the  entire  University  and  with  companies,  research  centres  and  other  institutions  in  Canada  and  internationally.    Objectives:        

• To  extend  Waterloo’s  strength  and  impact  in  cybersecurity  and  privacy  • To  strengthen  existing  research  collaborations  among  departments,  schools  

and  faculties,  and  foster  new  collaborations,  to  broaden  the  research  and  impact  of  Waterloo  researchers  in  all  topics  related  to  cybersecurity  and  privacy  

• To  foster  external  research  collaborations  with  companies,  research  centres  and  others,  where  appropriate  

• To  facilitate  application  for  institutional-­‐level  grants,  such  as  CFI,  ORF,  CERC,  CFREF,  CRC  and  other  grants,  to  build  on  Waterloo’s  long-­‐term  strength  and  more  recent  growth  in  the  research  and  application  of  cybersecurity  and  privacy  

• To  increase  the  visibility  and  strength  of  Waterloo’s  cybersecurity  and  privacy  research  to  attract  the  best  new  faculty  and  HQP  

 Structure:  The  organizational  structure  of  the  Cybersecurity  and  Privacy  Institute  will  comprise:    Members,  who  are  faculty  members  from  all  Faculties,  whose  research  is  primarily  focused  on  cybersecurity  or  privacy,  or  whose  research  impacts,  applies,  or  studies  the  impact  of,  cybersecurity  and  privacy.        Federated  Groups  which  are  UW  research  labs,  groups,  centres  or  institutes  primarily  focused  on  cybersecurity  or  privacy.    Normally  all  members  of  such  groups  would  be  eligible  to  be  members  of  CPI,  based  on  their  research.    Executive  Director,  who  is  a  cybersecurity  and  privacy  researcher  of  international  stature,  who  is  also  a  faculty  member.    

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Management  and  Administration  Staff,  which  will  include  a  managing  director  for  institute  activities  and  collaborations,  and  a  communications  coordinator/administrative  assistant,  all  of  whom  report  to  the  Executive  Director.    Research  staff  may  be  hired  as  needed,  to  support  initiatives  with  industry  and  other  receptors.    Initial  Membership:  More  than  75  individual  faculty  members,  from  all  faculties.    Two  Federated  Groups  initially,  namely  the  Centre  for  Applied  Cryptographic  Research  (CACR)  and  the  Cryptography,  Security  and  Privacy  Research  Group  (CrySP).    Reporting  Structure  and  Board  Composition:  In  accordance  with  Policy  44,  the  Executive  Director  will  report  to  the  CPI  Board  of  Directors  which  will  be  chaired  by  the  Vice  President  University  Research,  or  her  or  his  designate.        The  CPI  Board  of  Directors  includes:  

• Vice  President  University  Research  (Chair)  • Dean  of  Mathematics  (ex-­‐officio)  • Dean  of  Engineering  (ex-­‐officio)  • Dean  of  Arts  (ex-­‐officio)  • One  other  Dean,  chosen  from  the  Deans  of  Science,  Environment  and  AHS  

(ex-­‐officio)  • Executive  Director  of  CPI  • A  representative  of  CrySP  Research  Group  • Director  of  CACR  • 3  Members-­‐at-­‐Large    

 The  director  position  for  one  of  the  Dean  of  Science,  Dean  of  Environment  and  Dean  of  AHS  will  rotate  every  two  years,  with  selection  made  by  the  Chair  of  the  Board.    The  three  Members-­‐at-­‐Large  will  be  nominated  by  a  subcommittee  of  the  Board,  and  elected  by  a  majority  of  the  Board  members.    One  will  be  replaced  each  year,  so  the  duration  at  steady  state  is  three  years.    One  principle  to  be  followed  in  the  nominations  is  to  help  ensure  representation  from  a  breadth  of  research  interests  across  the  Institute.    Another  principle  is  to  meet  the  diversity  and  gender  targets  of  the  University  in  selecting  the  representatives.    External  Advisory  Board  The  External  Advisory  Board,  consisting  of  up  to  six  notable  experts  from  the  public  sector,  industry  and  academia,  will  offer  an  independent  prospective  on  progress  towards  institute  goals,  recommendations  on  achieving  greater  reputation  and  impact,  and  advice  on  research  topics  and  expertise.    The  External  Advisory  Board  

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will  advise  on  ways  to  enhance  our  reputation  and  recognition  as  an  international  cybersecurity  and  privacy  innovation  centre.    Criteria  for  Membership:  While  membership  is  not  a  right,  it  is  expected  it  will  not  be  unduly  withheld.        All  faculty  members  whose  research  is  related  to  cybersecurity  and  privacy,  by  advancing  the  science  and  technology,  by  applying  cybersecurity  and  privacy,  or  by  studying  the  impact  of  security  and  privacy  on  society,  policy  or  the  economy,  are  eligible  for  membership.    For  example,  sociologists  studying  the  behavior  of  hackers  or  insiders  who  provide  access  to  intruders  would  be  welcome  as  members.    Policy  experts  who  are  curious  about  the  formation  of  national  policy  relating  to  anonymity  of  customers,  ownership  of  social  media  content  or  regulation  about  the  adoption  of  quantum-­‐safe  cryptosystems  would  be  welcome.    Actuarial  scientists  studying  risk  in  cyberinsurance  would  be  eligible  for  membership.    Software  engineers  building  more  robust  software  with  an  eye  to  reducing  vulnerabilities  and  intrusion  are  also  welcome.    Benefits  and  Responsibilities  of  Membership:  Members  will  benefit  from  the  interdisciplinary  relationships,  awareness  and  collaboration  made  possible  by  the  existence  and  activities  of  the  Institute.    The  Executive  Director,  the  Management  and  Administration  staff,  and  others,  will  form  a  comprehensive  single  point  of  contact  for  external  inquiries,  collaborations  and  sponsorships  about  cryptography,  security  and  privacy,  which  will  create  more  opportunities  for  members.    The  cohesive  research  approach  and  multidisciplinary  breadth  made  possible  by  the  Institute  will  enable  members  to  undertake  research  where  each  individual  complements  the  others.    Members  will  be  responsible  to  advance  Waterloo’s  overall  agenda  in  cybersecurity  and  privacy,  by  participating  as  enthusiastic  members  of  the  Institute.    This  includes  participating  in  Institute  activities  to  communicate  research  results,  interact  with  research  sponsors,  and  become  aware  of  receptor  organizations’  security  and  privacy  needs.    Members  are  expected  to  act  as  ambassadors  by  communicating  the  breadth  and  excellence  of  the  work  of  Institute  members  in  a  positive  way.    External  Collaborative  Research  Sponsorships  and  Financial  Responsibility:  The  existence  of  CPI  and  the  activities  of  members,  the  Executive  Director  and  the  Management  and  Administrative  staff  will  increase  the  amount  of  external  collaborative  research  funding,  and  hence  the  research  capacity  of  the  entire  Institute.        For  research  sponsorships  where  CPI’s  members,  Executive  Director  and  Management  and  Administrative  Staff  have  had  a  significant  role,  the  overhead  on  the  sponsorship  funds  can  be  split,  at  the  discretion  of  the  relevant  Dean(s)  as  noted  on  the  UW  Cover  Sheet.    

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 Appendix  D:  

Letters  of  Support    

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May 22, 2017 Dr. George Dixon Vice-President, University Research University of Waterloo Re: Establishing the Cybersecurity and Privacy Institute Dear George: I write to express my full support for the proposed Cybersecurity and Privacy Institute. The Faculty of Science is an active member of the global race to quantum cybersecurity via satellites, space-related emerging technologies, and space-based research which has led to incredible technologies here on the ground. Fundamental to this pursuit is robust cybersecurity research. To this end, the creation of a collaborative research institute for cybersecurity, privacy, and cryptography that would combine the talents of researchers across the University, industry, and research centres is timely and critical. The Faculty looks forward to being a participating member of the Institute through the involvement of:

• Raymond Laflamme, Institute for Quantum Computing • Norbert Lütkenhaus, Dept. of Physics and Astronomy • Thomas Jennewein, Dept. of Physics and Astronomy

Sincerely,

Robert P. Lemieux Dean of Science

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May 31, 2017 Re: Support for proposed Cybersecurity and Privacy Institute I am writing to offer my support for the establishment of a Cybersecurity and Privacy Institute. University of Waterloo has emerged as a national and global leader in this area of scholarship – an area that is critical to the everyday lives of people as well as business and nations. Our Faculty looks forward to working with colleagues in mathematics and other experts on campus in building this institute and amplifying our collective research in this area. Sincerely,

Jean Andrey Dean, Faculty of Environment

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M E M O R A N D U M

TO: George Dixon, Vice-President, University Research FROM: James W.E. Rush, Dean of Applied Health Sciences DATE: May 17, 2017 SUBJECT: Cybersecurity and Privacy Institute (CPI) On behalf of the Faculty of Applied Health Sciences, I am writing to show my enthusiastic support for the establishment of the Cybersecurity and Privacy Institute (CPI). Once in place, this Institute will help to address critical issues in the realm of security and privacy, building on University of Waterloo expertise in this area and coming from multiple perspectives. The proposed interdisciplinary team and strong international leadership would contribute to capitalizing on and leveraging opportunities that are already coming to the university. I believe that there is and will continue to be University-wide interest and engagement in CPI.

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Dr.MarkGiesbrecht [email protected]

May20,2017SenateGraduateandResearchCouncilUniversityofWaterlooRe:EstablishingtheCybersecurityandPrivacyInstituteDearCouncil,AstheDirectoroftheCheritonSchoolofComputerScience,IamwritingtoexpressmystrongsupportfortheformationoftheCybersecurityandPrivacyInstituteasaUniversity-levelinstitute.TheSchoolishometotheCryptographySecurityandPrivacy(CrySP)researchgroup,whichwillbefederatedwithCPI,andotherresearcherswhohavecollaboratedwiththeCentreforAppliedCryptographicResearch(CACR).Inthelastfewyearssecurityandprivacyhasbeenapriorityareafornewhires,andweareparticipatingintheformulationofthecurrentCERCforNextGenerationCryptographicTechnologies,withtheassociatedfournewfacultypositions.Securityandprivacyresearchiscertainlyhigh-profileandhighimpact,andinvolvescomputerscienceresearcherswithbackgroundsindatascience,machinelearningandsoftwareengineering,amongothers.CPI’sactivitieswillcreatenewopportunitiesforresearcherstoworkwithindustry,getindustrysupportandleverthatsupportwithgovernmentatboththeprovincialandfederallevels.Thiswillhelpusattractnewfacultymembersinsecurityandprivacyalongwithmorehigh-qualitygraduatestudents.Securityandprivacyarebroadareaswhereresearchersbenefitgreatlyfrommultidisciplinarycollaborations.ManyofthepresentationsintheCrySPgroup,byexternalspeakers,describesocietalissuesinvolvingdigitalsafety,privacy,anonymity,andaccessandcontrolofinformation.ThereisanappetiteatWaterlootocombinemathematiciansandcomputerscientistswithsociologists,behaviouralspecialistsandpolicyexpertstoperformimportantworkinprivacyandsecuritywithintheCybersecurityandPrivacyInstitute.Yourstruly,MarkGiesbrecht,ProfessorandDirectorCheritonSchoolofComputerScience

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Department of Combinatorics & Optimization

200 University Avenue West

Waterloo, ON, N2L 3G1

ph: 1-519-888-4567 x35592

email: [email protected]

www: www.math.uwaterloo.ca/

~

jochen

May 29, 2017

Senate Graduate and Research CouncilUniversity of Waterloo

Re: Cybersecurity and Privacy Research Institute

Dear Professor Watt,

I am supplying a letter in strong support of establishing the Cybersecurity and Privacy Institute.

Cyrptography as a subject of investigation in the C&O department began in the 1980s with Profs. RonMullin and Scott Vanstones interest in cryptographic problems related to their research in combinatorialdesign theory and finite fields. Later, industrial support for the establishment of two NSERC IndustrialChairs led to the formation of the Centre for Applied Cryptographic Research (CACR) in 1998. New facultyjoined C&O, partially because of the opportunity to work with these leaders in cryptosystems, includingProfs. Alfred Menezes and David Jao. David Jao now directs CACR and is a world leader in the field ofisogeny-based cryptography. Alfred Menezes is one of the inventors of an authenticated protocol for keyagreement, known as MQV, which was adopted by the U.S. National Institute of Standards and Technology(NIST).

The C&O department was successful in recruiting Prof. Michele Mosca, after his Ph.D. in quantum algo-rithms at Oxford University, by partnering with St. Jeromes University. He began a quantum algorithmsgroup at Waterloo, and met with Mike Lazaridis to make ambitious plans for quantum computing research,culminating in the formation of IQC. One vibrant aspect of IQCs research quantum cryptography and theneed to secure conventional cryptosystems from future attacks using quantum computing. Prof. DavidJao, an expert in mathematical cryptography, has teamed with Prof. Mosca to develop and commercial-ize quantum-safe public-key cryptosystems. In 2012, Prof. Mosca received an NSERC CREATE grantand developed CryptoWorks21, an inter-departmental supplementary training program to prepare graduatestudents and postdoctoral fellows to create quantum-safe cryptographic tools.

The C&O department has been greatly enriched by the inter-disciplinary research activities that haveemerged, both within the C&O department, and with faculty members in other departments. Im surethat the momentum and growth related to the formalization of the Cybersecurity and Privacy Institute willcreate more opportunities in the decades to come.

Yours sincerely,

Jochen KoenemannProfessor and Chair, C&Othe

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Memorandum 

To:     Members 

    Senate Graduate and Research Council 

 

From:     Dave Dietz Director, Research and External Partnerships  

Date:      26 May 2017 

 

Subject:   Waterloo Artificial Intelligence Institute Proposal 

 

 

Please find attached the proposal to create the Waterloo Artificial Intelligence Institute for presentation at the UW Senate meeting on June 19.  Documents supporting the proposal and also attached are: 

An email confirming funding support from Dean of Engineering Pearl Sullivan, Dean of Math Stephen Watt, and Provost Ian Orchard 

A letter of support from Dean of Engineering Pearl Sullivan  

Brief CVs of professors in the Math and Engineering faculties who will be key academic members of the institute 

A letter of support from Dean of Math Stephen Watt.     

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  From: Vice Pres Academic Provost Date: Thursday, April 13, 2017 at 12:24 PM To: Pearl Sullivan  Cc: Stephen Watt, Rick Culham, Kim Gingerich  Subject: RE: Waterloo AI Institute  Thanks Pearl. Yes, happy to match with $100K per year for 5 years. Best Ian   Ian Orchard Vice‐President, Academic and Provost University of Waterloo 200 University Ave, W Waterloo, ON, Canada  N2L 3G1   From: Pearl Sullivan  Sent: Wednesday, April 12, 2017 4:43 PM To: Vice Pres Academic Provost  Cc: Stephen Watt; Rick Culham  Subject: Waterloo AI Institute   Dear Ian,   Aside from the pan‐Canadian AI developments shared in my email this morning,  Math and Engineering have agreed to create a “Waterloo AI institute” to establish our own identify in AI research and to begin an intensive industry engagement program. We hope to have the proposal ready for Senate consideration in June.   Engineering and Math will each contribute $ 50k per year for 5 years. We are requesting your support to match our funds at the level of $ 100k per year for 5 years. In addition to our two faculties, we already have researchers from Environment, Arts and Science expressing interest in involving AI in their research and participating in this institute.   Your support for this initiative would be most appreciated. Thank you for your consideration. Regards, Pearl  

       

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Proposal to Establish The Waterloo Artificial Intelligence Institute (The WAII) At the University of Waterloo May 8, 2017

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Contents 1. Name ....................................................................................................................................... 3

2. Overview ................................................................................................................................. 3

2.1 Background and Rationale (Importance, Benefit Internationally, Nationally, Regionally) .. 3

2.2 Mission .................................................................................................................................. 4

2.3 Scope of Activities ................................................................................................................. 4

3. Constitution ............................................................................................................................ 5

3.1 Objectives ......................................................................................................................... 5

3.2 Organizational Structure .................................................................................................. 5

3.2.1 Steering Committee ....................................................................................................... 5

3.2.2 Director .......................................................................................................................... 6

3.2.3 Advisory Board .......................................................................................................... 6

3.2.4 Membership Categories and Criteria ............................................................................. 7

4. Management ............................................................................................................................... 7

4.1 Financial Responsibility ......................................................................................................... 7

4.2 Reporting Mechanisms ......................................................................................................... 7

5. Listing of Proposed Members ................................................................................................. 8

6. Research/Educational Component ......................................................................................... 8

6.1 Waterloo’s Research Distinction and Opportunities for Collaboration ........................... 8

6.2 Waterloo’s Approach to Addressing AI Challenges ......................................................... 9

6.3 Impact ............................................................................................................................. 10

6.4 Talent .............................................................................................................................. 10

6.5 Education ........................................................................................................................ 11

7. Facilities and Collaborators ................................................................................................... 11

7.1 Institutional Collaborators and Facilities ....................................................................... 11

7.2 External Academic Collaborators ................................................................................... 12

8. Budget ................................................................................................................................... 13

Appendix 1 – WAII Membership ................................................................................................... 14

1. Potential Academic Members ................................................................................................... 14

2. Potential Initial Industry Affiliate Members ............................................................................. 16

Appendix 2 – Recent and Ongoing AI Project Highlights at Waterloo ......................................... 18

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1. Name The Waterloo Artificial Intelligence Institute (The WAII)

2. Overview

2.1 Background and Rationale (Importance, Benefit Internationally, Nationally, Regionally) The extent to which Artificial Intelligence (AI) is now ingrained in science/technology development and increasingly central to everyday life is captured in the report and mission of the One Hundred Year Study on Artificial Intelligence (September 2016). The study’s international cross-sectoral panel aims to review periodically and advise on the impact of developments in AI. AI has been inspired by, but not strictly analogous to, the ways in which humans think and act. AI advances strive to achieve, to ever-greater degrees of efficacy, reliability and safety, the ways in which machines and systems perceive, see, speak, decide, respond, act and plan in an environment. AI questions engage investigators across a range of disciplines—from the computer, statistical and actuarial sciences; to electrical/computer, mechatronics and civil engineering, and systems design; to combinatorics and optimization; cognitive science; psychology; biology; applied health science; economics; political science; and law; among others. The development of AI through its direct subcomponent fields and broad applications is advancing rapidly. These encompass technologies in machine learning, statistical learning, data mining and deep-learning training of artificial neural networks; computer vision; natural-language processing; robotics; human-computer interaction; affective computing and sentiment analysis; probabilistic models, knowledge discovery and knowledge representation; optimization and decision making; data analytics; algorithmic game theory and intelligent agents, and the Internet of Things (IoT). These advances include establishing rigorous mathematical and algorithmic foundations for the science of machine learning. A core strength of AI at Waterloo and of this University of Waterloo (Waterloo) proposal for The WAII is its focus on operational or application-driven AI research. This has a crucial benefit, beyond advancing the applications themselves. It allows us to identify—and subsequently overcome—shortcomings in existing AI approaches and so contribute to the foundations of the field. AI must continue to expand and accelerate its impact, for human well-being, enriched learning and convenience, and economic growth. Consequent applications include but are not limited to: services and software applications across the internet and mobile platforms; monitoring, diagnostics and AI-driven devices in healthcare and home services; autonomous devices and systems on the plant floor and in vehicles; new-media content and processes in digital/film entertainment; Virtual Reality/Augmented Reality (VR/AR) in serious and entertainment gaming and simulations; and whole new smart systems for public safety and security; immigration; and supply-chain efficiencies at international borders.

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The Government of Canada, in Budget 2017, has also recognized that AI is a frontier that is inexorably pushing forward, to be explored and mapped through its Pan Canadian AI Strategy. The federal government has cited Waterloo Region as one of four Canadian strategic nodes of expertise for further development, together with the Toronto area, Montreal and Edmonton. Establishing The WAII, therefore, provides a centralized point of reference to give Canada access to research and results from the University of Waterloo node of Canadian AI, and to formalize and profile Waterloo’s advances in the field. Through the proposed WAII, the robust and productive nature of AI as a multidisciplinary science over the shorter and long term will be coupled with Waterloo’s distinct Canadian expertise, in order to fill notable gaps in the translation of “theory into things,” into physical devices and systems. The WAII is, accordingly, proposed as a university-level initiative, co-directed by Waterloo’s Faculties of Engineering and Mathematics. This proposal to establish an AI institute sits squarely within Waterloo’s current Strategic Plan and its theme of Transformational Research. The theme’s goals are: to identify and seize opportunities to lead in new/emerging areas; to enable conditions that support excellence and impact; to increase interdisciplinary/transdisciplinary research; and to build greater awareness, nationally and globally, of Waterloo’s research productivity and impact. The WAII will embed the active involvement of internal academic membership, coalescing a powerful network of researchers and their teams. Engaged members for the purposes of both foundational and operational AI will include computer science, statistics and actuarial sciences, combinatorics and optimization science; management sciences, electrical and computer, mechanical and mechatronics, systems design, civil and environmental, and chemical engineering; public health, health systems, biology, chemistry, earth and environmental sciences, and physics and astronomy (See Appendix 1 - Membership for details).

2.2 Mission The WAII will cohere, advance, promote and exploit cross-disciplinary research at the frontiers of artificial intelligence and its applications at the University of Waterloo.

2.3 Scope of Activities Under its mission, broadly, The WAII will focus on leveraging Waterloo’s pioneering advances and productive industry partnerships for social and economic benefit, supported by cross-disciplinary expertise and laboratory resources. The WAII will do this through formalizing and coordinating AI research among cross-disciplinary researchers on an identified-project basis. The WAII’s goals in research will be:

• To catalyze fundamental research in the Faculty of Mathematics and the Faculty of Engineering, as well as applied-research applications across multiple Waterloo disciplines

• To meet end-user and receptor needs (through research/contract agreements and projects, demonstration/validation projects, knowledge-dissemination tactics)

• To enrich and support interdisciplinary research and R&D training of highly qualified personnel (HQP)

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• To provide leadership on key external funding opportunities that would benefit The WAII’s research. The WAII will identify AI-specific avenues of support and remuneration that go beyond, while still including, existing research funding programs to identified faculty members and teams (e.g., NSERC CREATE, NSERC-SPG for Networks, ORF-RE, etc.)

The WAII, over the short and long term, will lead and foster outreach to achieve partnerships and collaboration:

• Within and among industry subsectors in AI for end-to-end technologies • Among Waterloo HQP, researchers and industry partners • With public-sector and other stakeholders nationally, provincially and regionally • And with Canada’s other main centres of expertise in AI

The WAII will bring profile to the University of Waterloo (Waterloo):

• Through increasing the visibility of Waterloo AI in media, public and scholarly fora • Through focusing on positioning Waterloo AI for global recognition in strategic areas of

expertise

3. Constitution

3.1 Objectives The WAII’s objectives will be to: 1, Advance the institute’s goals (Section 2.3, above) in pursuit of its mission 2. Periodically evaluate progress against goals and their relevance in the AI field and ensure course correction, as required 3. Ensure the institute’s day-to-day operations are carried out in accordance with its mandate 4. Maintain high-level accountabilities for the institute’s activities and budget 5. Protect and continually enhance the reputation of the institute and the University of Waterloo

3.2 Organizational Structure 3.2.1 Steering Committee

As per Policy 44 at Waterloo, the Steering Committee will be the proposed institute’s governing body. It will plan and implement the institute’s development; establish processes to manage/monitor its financial affairs; and establish and enforce rules governing the institute’s activities, consistent with university policies, procedures and guidelines. The committee, chaired by the V.P. University Research, will comprise the Deans of Engineering and Mathematics and six regular faculty members of The WAII (with an equal number of representatives from the Faculties of Engineering and Mathematics, and at least two members from each faculty). The

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Steering Committee will meet at least once per year and additionally, as appropriate. Meetings of the Steering Committee will be made available to the institute’s members. The Steering Committee will also enact rules/regulations for membership and conduct of the committee; recommend appointment of the Director and other leaders; appoint and remove members; establish categories of membership and associated fees; and recommend appointment and removal of institute staff. 3.2.2 Director The WAII’s Director, to be determined, will carry out, on a rotating basis every third year (non-renewable, rotating between the Faculties of Engineering and Mathematics) the institute’s mandate. He/she will be accountable to the Steering Committee and will be of academic stature, appointed for his/her intellectual and administrative abilities and commitment to research and education. The Director will be a tenured Associate or Full Professor, with the ability to: i) create an environment conducive to cross-disciplinary and cross-sectoral advances in the AI field; ii) associate productively with institute members; iii) maintain the confidence and co-operation of Waterloo colleagues; and iv) represent and effect the institute’s research mission and directions. The Director will manage staff, as relevant, and overall shall be governed by prevailing Faculty and university policies and practices. Any significant changes to institute practices and procedures will only proceed after wide consultation. The Director will also confer with the respective Deans on research-personnel, space, computing and other resource allocations, to be accessed by the institute, that may impact and come under the purview of the respective Faculties. The procedure for nominating the institute’s Director will be adapted from Waterloo Policy 40, dealing with the nomination process of a Chair. The institute’s Director will appoint an Associate Director from the other Faculty to his/her own (three-year term, non- renewable) to fulfill specific roles, for example, in budget development; partner outreach; or activities such as workshops, seminars and public lectures. The Associate Director would also be deemed to represent the views of the Director in the Director’s absence. After each three-year finite term, the Director will be selected from the opposite Faculty to the original Director; likewise, the Associate Director. 3.2.3 Advisory Board

Under the university’s Policy 44, an Advisory Board is required to be established for Waterloo institutes or centres that have affiliate membership. The Board will be representative of the institute’s membership and stakeholders (membership initially proposed to be established through Internal Academic Members and Industry Affiliate Members; see Section 5 and Membership Appendix). The V.P. University Research will select the Chair of the Advisory Board, rotating annually, from the Board’s membership. The Board will serve in an advisory capacity on matters of general research management of The WAII. The Advisory Board will be composed of:

• The institute’s Director • An external industry officer (one officer, rotating every two years) • Public-sector officers, which may include representation from the federal Ministry of

Research, Innovation and Science and the Ontario Ministry of Research, Innovation and Science

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• A representative from not-for-profit-organization end receptors of innovation, e.g., the UW-Schlegel Research Institute for Aging, and other university-associated centres, with such representation rotating every third year

• Two representatives of the Internal Academic Membership, from Engineering and Mathematics, respectively, rotating annually

3.2.4 Membership Categories and Criteria In the initial phase of The WAII, membership is proposed to comprise Internal Academic Members and Industry Affiliates (Other designated categories may be incorporated once The WAII is more firmly established (e.g., student members, external institutional members, organizational associates (e.g., government, honourary members). Each member category will be recognized according to the level and type of commitment (See Steering Committee). Internal Academic Members are those active in research in areas of AI at Waterloo. They will have full voting rights. Additions to this membership will be effected via nomination from the relevant Faculty areas and the vote- selection decision of the Steering Committee. Academic members may cancel their membership via a letter request to the institute’s Steering Committee. The latter may withdraw a membership but shall not withdraw membership for reasons that would impact or pertain to the member’s academic freedom. Industry Affiliate Members are companies, firms or agencies active in the development or application of the institute’s research, or active supporters of its facilities or research operations. Please See Appendix 1 - Membership for the initial proposed list of founding WAII members.

4. Management

4.1 Financial Responsibility The institute’s Director will have primary responsibility for annual budget preparation, in consultation with the institute’s Steering Committee. The Director will authorize regular expenditures.

4.2 Reporting Mechanisms The WAII’s Director will provide annual reports to the Steering Committee, detailing the institute’s activities, including progress towards goals and any interim goal reviews, current membership lists, research funding, technology transfer, and current financial position. Reports for institute renewal will be made to the Senate Graduate and Research Council, at least nine months prior to the end of the mandate of the institute, every five years. These reports will also include, in addition to the annual progress reports, a statement describing how/why/whether the institute has achieved or revised its original goals and objectives, along with a five-year plan that identifies future research directions and development strategies.

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5. Listing of Proposed Members Please see Appendix 1 – WAII Membership for the listing of proposed Academic and Industry Affiliate Members.

6. Research/Educational Component

6.1 Waterloo’s Research Distinction and Opportunities for Collaboration Artificial intelligence will change our lives – transforming how we work, travel, treat disease, communicate, tackle global issues, and how we learn. The University of Waterloo is well-positioned to play a vital role in this transformation. Our researchers in the Faculties of Math/Computer Science and Engineering at the University of Waterloo are developing intelligent systems that can detect cancer and heart disease, understand natural language and human emotion and navigate roadways and factory floors better than ever before. Waterloo’s AI research groups are conducting award-winning research in topics including computer vision, natural language understanding, search engine optimization and autonomous driving, to name a few. Our researchers are building tomorrow’s next-generation intelligent systems today, translating commercial and industrial requirements into deployable, real-time embedded AI solutions. The institution’s AI direction and distinction are the close research and teaching connections between Waterloo Engineering (including Electrical and Computer Engineering, Mechanical and Mechatronics, Systems Design, Civil and Environmental, Management Sciences, and Chemical Engineering) and Waterloo Mathematics (including, but not limited to, Computer Science, Statistical and Actuarial Sciences, and Combinatorics & Optimization). These two faculties have historically fit together in a number of areas, hand in glove. Perhaps this synchronicity and quality are reflected in U.S. News & World Report’s ranking of the University of Waterloo as number one in Engineering and Computer Science in Canada. For the proposed institute, this means that advances in AI will be end to end, both foundational, cross-faculty/cross-disciplinary, and embedded in software and physical systems. They will be studied, tested, simulated, validated, piloted and adopted with potential applications considered in the project plans from the outset, whether the applications are to benefit public-sector stakeholders and citizens or industry; for example, in mobile monitoring and medical care, assistive devices, environmental sensing stations or autonomous vehicles. These applications also necessitate productive research ties with the Applied Health Science and the Science Faculties at Waterloo. The WAII will formally establish this cross-disciplinary institute academic membership. As a case in point for what Waterloo AI experts see as Operational AI, the university currently has the only license for autonomous vehicle operation on Canadian roads, for study, testing and training purposes. This research and education value necessarily extends to our robust industry partnerships and to Waterloo’s ability to rev up pre-commercialization and commercialization activity for economic prosperity, growth and the well-being of Ontarians, Canadians and globally. The proposed WAII will be an organizing focal point for proliferating cluster activity in Waterloo Region, one of the world’s top 25 start-up ecosystems, according to Startup Compass, 2015.

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Open Text, currently employing 10,000, was an early successful start-up enterprise out of the University of Waterloo, from 1991. Maplesoft has provided mathematics-based software solutions to educators, engineers and researchers in science, technology, engineering and mathematics for more than 25 years. More than 8,000 educational institutions, research labs and companies in more than 90 countries use its products and services. Others range from Waterloo spin-offs Clearpath Robotics and its substantial client base in automotive, military, internet and software applications; and Kik Interactive; along with Miovision (2005), now a global transportation data-analytics company operating in 50 countries. Together, such companies as these and Aeryon Labs, Synaptive Medical and Thalmic Labs are providing home-grown high-tech employment and attracting millions in venture-capital investment. (A number of these companies are proposed as Industry Affiliate Members of The WAII.) Meanwhile, corporations are being drawn to Waterloo Region for its value proposition of talent base and research/R&D/institutional expertise, among them Google, SAP and the Thomson Reuters Innovation Lab. As well, the university has demonstrated its capacity to adapt its IP policies and practices to industry needs; it maintains, for example, several long-term Master Agreements in Canada’s auto R&D and manufacturing heartland, Ontario, with Original Equipment Manufacturers (OEM), as well as collaborating closely with the automotive supply chain for the adoption of technologies. In terms of the top alumni and Waterloo stakeholders who bring recognition to Waterloo and reflect the potential for The WAII to network for collaboration and support, outstanding alumni include Steven Woods (Waterloo Mathematics), Senior Engineering Director at Google Canada; Li Deng, formerly a Waterloo Engineering professor, now Chief Scientist of Artificial Intelligence in Microsoft’s Applications and Service Group; and Jennifer Chu-Carroll (Waterloo Mathematics) of IBM’s T.J. Watson Research Center, New York. Waterloo also has a powerful training and co-op education mindset and track record. Along with the institution’s inventor-owned policy that pertains to faculty, student and staff creative contributions to research and R&D (see start-ups, above), Waterloo R&D, technical and field training demonstrate the priority placed on putting highly qualified personnel (HQP), not just in Waterloo’s labs, but also in direct and meaningful contact with industry as projects come to fruition, whether through paid internships, research assistantships, student research capstone projects, or via co-op placements at employer sites. Further, Waterloo-trained computer scientists, software, computer and mechatronics engineers are in high demand worldwide, graduating with two years of real-world know-how through co-op placements with leading firms. Google alone employs dozens of Waterloo coop students every semester to populate their AI/deep learning teams.

6.2 Waterloo’s Approach to Addressing AI Challenges

A core research challenge in Canadian AI is the current, primary focus on big-data architecture, processing and analytics. This requires harnessing and deploying massive computing power, resources and connectivity, also with the attendant security challenges, for example, in the cloud. While undoubtedly very important over the long term, such a deep-learning approach on its own, in expanding the capacities of machine intelligence theoretically, may limit more immediate

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applications of practical and sustainable value. These are the foci that the proponents of The WAII are proposing, the types of applications summarized in Section 2. WAII will provide the setting for our professors and students to showcase their research excellence in AI, improve collaboration, and facilitate new opportunities with partners. Our researchers will conduct groundbreaking investigations in machine learning (to enable the extraction of meaningful information from raw data as well as data driven decision processes), multi-agent systems (to study strategic behavior, trust modeling, user modeling and communication issues in systems with multiple cooperative or adversarial components), human-centered AI (to design automated systems and machines that can recognize human behaviors and emotions, leverage human expertise in hybrid systems and assist humans towards their goals) and natural language processing for understanding and generating human natural language. Building on the above strengths, the research agenda for WAII researchers will be expanded to also include fundamental and applied research in topics including statistical learning, data mining, probabilistic models, knowledge discovery, knowledge representation, game theory, optimization and decision making, data science and analytics, affective computing and sentiment analysis. WAII’s innovative approach to AI research will focus on leveraging our existing strengths to develop and deploy ‘Operational AI’ which is a lightweight, compact AI capability with highly-effective intelligence but requiring minimal computing power and energy, suitable for a host of stand-alone applications.

6.3 Impact Through the institute’s research agenda, WAII will create foundational breakthroughs and develop and deploy key technologies to accelerate AI innovation that benefits everyone, everywhere. While sophisticated and customized, these innovations can be compact, secure, reliable, accessible and scalable to different industry receptors--be they small-and-medium-size enterprises (SMEs which, taken together, hire the majority of Canadian and Ontario workers) or large corporations--and end users. Such applications will build on existing and evolving computing capacities for stand-alone applications, while also pushing the boundaries in networked AI applications and big data, thereby contributing simultaneously to the foundations and applications of the field. Further, as stated in The Financial Post, August 2016, a direction corroborated by leading AI scientists and organizations, “The next generation of AIs, already in development, will be capable of anticipating needs and wants, suggesting solutions, predicting outcomes and identifying our emotions.” Advances in human-machine response will be critical, and the proposed WAII will form a needed complement and node of expertise to other Canadian initiatives.

6.4 Talent The Pan Canadian Strategy for AI also recognizes the challenge of attracting and retaining key research talent—both faculty and HQP—in Canada to build this research area and related industry

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sectors. In turn, the Canadian AI gap over the past 10 years has tended to draw the support of AI- and ICT-invested companies elsewhere. Keeping the need for retention of talent in mind, the planned organizational structure and administration for AI at Waterloo—the proposed institute—will enable the university: i) to focus its work further on strategic areas of research strength and industry application; ii) to promote its expertise and development externally at the AI frontier, thereby presenting a stronger AI profile for faculty/student recruitment and industry engagement in targeted areas.; and iii) to identify AI-targeted sources of funding. Waterloo is in a prime position globally to capitalize for Canada on AI talent development and industry partnerships: according to the QS Graduate Employability Rankings 2017, Waterloo ranks 22nd globally for graduate employability and first on the “partnerships with employers” indicator, an assessment of both research collaborations and employment-related partnerships.

6.5 Education Waterloo is well-placed to consolidate its research-driven educational profile in AI under The WAII. Waterloo offers high-level courses in artificial intelligence, pattern recognition, computational intelligence and natural-language understanding, among the top five of other North American universities in terms of sheer number of options. (The other institutions in this category are Carnegie Mellon University, Stanford University, University of Illinois - UC and Massachusetts Institute of Technology.) More than 3,400 undergraduates and 1,200 graduate students have taken these Waterloo courses over the past five years.

7. Facilities and Collaborators

7.1 Institutional Collaborators and Facilities

• Advanced Aging ResearCH Centre (ARCH) • Waterloo Centre for Pattern Analysis and Machine Intelligence (CPAMI) • Waterloo Institute for Computer Research • Waterloo Centre for Theoretical Neuroscience • Waterloo Centre for Automotive Research (WatCAR) • Waterloo Centre for Bioengineering and Biotechnology • Waterloo Cybersecurity and Privacy Institute (forthcoming) • UW-Schlegel Research Institute for Aging

• Laboratory of Computational Intelligence and Automation • Adaptive Systems Laboratory • Mechatronics Vehicle Systems Lab • Vision and Image Processing lab • Laboratories of the Centre for Pattern Analysis and Machine Intelligence • RoboHub, mobile multi-robot-team mapping, coordination and autonomy, including UAV

(drone) and quadrotor helicopter applications (to open in 2018).

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• Artificial Intelligence Lab • Health Informatics Lab • Human Computer Interaction Lab • Software Engineering Lab • Bioinformatics Lab • Systems and Networking Lab • Machine Learning Lab • Data Systems Lab • Scientific Computing Lab

In addition, industry partners have noted the need for a dedicated research space, for which they envision the Waterloo campus as an ideal location and resource to access for augmenting their own technology development. While it is recognized that space is at a premium at Waterloo, there may be opportunities to allocate space at the Faculty/departmental level, with appropriate construction/renovation and equipment costs supported by industry partners. (See Membership section for proposed initial industry affiliate members.)

7.2 External Academic Collaborators • AGEWELL Inc. Network of Centres of Excellence (NCE), hosted at the University Health

Network (UHN) in Toronto, a $35-milion program that includes 29 research centres across Canada and 110 industry, government and not-for-profit partners

• The Vector Institute • The Montreal Institute for Learning Algorithms (MILA) • The Alberta Machine Intelligence Institute (Amii) • IBM T.J. Watson Research Center, New York

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8. Budget A preliminary 5-year budget for The WAII is shown in the table following. For the first 5-year operation of the institute, seed funding has been confirmed through commitments from the Deans of the Engineering and Math faculties and the Provost. The WAII will seek AI-specific avenues of support and remuneration that go beyond, while still including, existing research funding programs to identified faculty members and teams (e.g., NSERC CREATE, NSERC-SPG for Networks, NSERC-CRD, ORF-RE, OCE, etc.). The WAII will provide support for writing major grant proposals.

Expenditures 2017 2018 2019 2020 2021 Salaries

Institute Manager 102000 104000 106000 108000 110000 Admin & Finance

Assistant 57000

59000

61000

63000

65000

Miscellaneous Travel 4000 4000 3000 3000 3000

Equipment 5000 2000 2000 2000 2000 Invited Speakers 6000 6000 6000 6000 4000

Grant Proposal Development

10000 9000 7000 7000 5000

Workshop organization 10000 10000 10000 6000 6000 Office expenses 6000 6000 5000 5000 5000

Total Expenditures 200000 200000 200000 200000 200000 Revenues Provost 100000 100000 100000 100000 100000 Dean of Math 50000 50000 50000 50000 50000 Dean of Engineering 50000 50000 50000 50000 50000 Total Revenues 200000 200000 200000 200000 200000

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Appendix 1 – WAII Membership

1. Potential Academic Members (All faculty members listed are involved in AI-related research activity and expressed an interest in being involved in a University-level AI institute.) Faculty of Mathematics Paulo Alencar Computer Science Shai Ben-David Computer Science Raouf Boutaba Computer Science Forbes Burkowski Computer Science Charles Clarke Computer Science Robin Cohen Computer Science Gordon Cormack Computer Science Don Cowan Computer Science William Cowan Computer Science Khuzaima Daudjee Computer Science Maura Grossman Computer Science Urs Hengartner Computer Science Jesse Hoey Computer Science Martin Karsten Computer Science Srinivasan Keshav Computer Science Kate Larson Computer Science Edith Law Computer Science Ming Li Computer Science Yuying Li Computer Science Bin Ma Computer Science Mei Nagappan Computer Science Jeff Orchard Computer Science Pascal Poupart Computer Science Peter van Beek Computer Science Dan Vogel Computer Science Justin Wan Computer Science Stephen Watt Computer Science Yaoliang Yu Computer Science

Ricardo Fukasawa Combinatorics and Optimization Chaitanya Swamy Combinatorics and Optimization Stephen Vavasis Combinatorics and Optimization Henry Wolkowicz Combinatorics and Optimization

Shoja'eddin Chenouri Statistics

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Joel Dubin Statistics Ali Ghodsi Statistics Marius Hofert Statistics Martin Lysy Statistics Riley Metzger Statistics Wayne Oldforld Statistics Matthias Schonlau Statistics Ruodu Wang Statistics Tony Wirjanto Statistics Mu Zhu Statistics

Faculty of Engineering Otman Basir Electrical and Computer Eng Mark Crowley Electrical and Computer Eng Sebastian Fischmeister Electrical and Computer Eng Fakhri Karray Electrical and Computer Eng Na Young Kim Electrical and Computer Eng Dana Kulic Electrical and Computer Eng Ravi Mazumdar Electrical and Computer Eng Omar Ramahi Electrical and Computer Eng John Simpson-Porco Electrical and Computer Eng Stephen Smith Electrical and Computer Eng Lin Tan Electrical and Computer Eng Zhou Wang Electrical and Computer Eng Weihua Zhuang Electrical and Computer Eng

Nasser Abukhdeir Chem Eng Hector Budman Chem Eng Liping Fu Chem Eng Yuning Li Chem Eng Yuri Shardt Chem Eng

Bryan Tolson Civil and Environmental Eng

Philip Beesley Architecture

Baris Fidan Mechanical and Mechatronics Eng Kaan Inal Mechanical and Mechatronics Eng Amir Khajepour Mechanical and Mechatronics Eng William Melek Mechanical and Mechatronics Eng Steven Waslander Mechanical and Mechatronics Eng

Jen Boger Systems Design Eng Catherine Burns Systems Design Eng Nasser Azad Systems Design Eng David Clausi Systems Design Eng

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Chris Eliasmith Systems Design Eng Paul Fieguth Systems Design Eng Ning Jiang Systems Design Eng John McPhee Systems Design Eng Hamid Tizhoosh Systems Design Eng Bryan Tripp Systems Design Eng Alex Wong Systems Design Eng John Yeow Systems Design Eng

Stan Dimitrov Management Sciences Samir Elhedhli Management Sciences Bissan Ghaddar Management Sciences Lukasz Golab Management Sciences Olga Vechtomova Management Sciences

Faculty of Applied Health Sciences John Hirdes School of Public Health and Health Systems Joon Lee School of Public Health and Health Systems

Faculty of Science Josh Neufeld Biology

Vassili Karanassios Chemistry Janusz Pawliszyn Chemistry Derek Schipper Chemistry

Martin Ross Earth and Environmental Sciences Andre Unger Earth and Environmental Sciences

Jeff Chen Physics and Astronomy Kyung-Soo Choi Physics and Astronomy Roger Melko Physics and Astronomy David Yevick Physics and Astronomy

2. Potential Initial Industry Affiliate Members Huawei Technologies Royal Bank of Canada (RBC) CIBC Google Cisco Canada ProNavigator

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Focal Systems TalkIQ HockeyTech ElementAI Clearpath Robotics Alpha Healthcare General Dynamics Land Systems General Motors (AutoDrive) Denso Linamar Summo Corp. Aeryon Labs Kion – Dematic Miovision Thalmic Labs Vidyard Cardon Rehabilitation Tremble Applanix D2L Ramp Engineering Services Inc.

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Appendix 2 – Recent and Ongoing AI Project Highlights at Waterloo

The “Tricorder” Vision and Image Processing Lab

Waterloo’s Vision and Image Processing Lab has developed a revolutionary ‘tricorder’ technology, termed Coded Hemodynamic Imaging (CHI), that is the first-of-its-kind to enable touchless imaging of blow flow across the body, and which could lead to improved detection and prevention of a wide range of heart and lung diseases. Current techniques for diagnosing heart failure rely on invasive catheterization to obtain a single-point jugular venous pulse measurement, but CHI enables non-contact imaging of blood flow across entire jugular veins, as one might measure traffic flow across a city. CHI projects light and captures light fluctuations on the skin surface, and relays them to a digital signal processing unit which computes blood-flow patterns. This research was ranked in the Top 5% of all research outputs scored by Altmetric, and received media coverage across the globe, with an appearance on the popular science show Daily Planet on the Discovery Channel.

Conversational Agents Artificial Intelligence Group

Text messaging apps have become the most popular and most engaging features of smart phones in recent years. In collaboration with Kik Interactive, Artificial Intelligence researchers at the University of Waterloo have developed adaptive and emotionally aware conversational agents for text messaging. Leveraging machine learning and affect control theory, the algorithms automatically adapt to the affective personality of users by recognizing their emotions in short text messages and responding with messages that are emotionally aligned. This work has already led to two patents on adaptive and emotionally aware conversational agents.

Functionally-safe automotive autonomy WatCAR Autonomoose

In November 2016, Waterloo’s ‘Autonomoose’ became the first autonomous test vehicle licensed to operate on Canada’s public roads. The fleet will grow in 2017 with multimillion dollar support from NSERC, CFI, the Province of Ontario and several private sector partners. The team’s machine learning approach targets perception and prediction in adverse conditions – tackling the complexities of snow, sleet, low light, and reflective

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surfaces. A major practical focus is safety assurance – efficiently validating and certifying the safety of machine learning algorithms so we can incorporate AI into safety critical functions.

Resource sharing for better control of forest fires Artificial Intelligence Group

Forest fires threaten communities across North America, cost billions of dollars annually, and destroy vast quantities of natural resources. But controlling fires is expensive and local resource demand often outstrips availability. Researchers from Waterloo’s Artificial Intelligence Group have built the first model for wildfire fire resource sharing, using ideas from multi-agent systems and game theory. Developed in partnership with the Ontario Ministry of Natural Resources and in consultation with experts in the field, their analysis has identified the key strategic issues confronting fire-response agencies, and opens up a valuable new application area for the Artificial Intelligence community.

Evolutionary deep intelligence Vision and Image Processing Lab

Researchers in Waterloo’s Vision and Image Processing Lab have developed new techniques to obtain highly efficient deep neural network architectures. Their evolutionary deep intelligence approach drives the formation, over successive generations, of highly sparse synaptic clusters. The offspring algorithms, trained on image classification, can achieve state-of-the-art performance despite an up to 125-fold decrease in synapses. Such architectures are ideal for low-power embedded CPUs. This research received the best paper award at the efficient deep learning workshop, held at the NIPS Conference in Barcelona, December 2016.

Identifying cancer through Imaging Vision and Image Processing Lab

A team from the Vision and Image Processing Lab was honored with two Magnum Cum Laude awards at the 2016 Annual Meeting of the Imaging Network of Ontario for their work in discovery radiomics, in collaboration with Sunnybrook Health Sciences clinicians. They developed a breakthrough strategy for quicker and more effective cancer identification based on the quantitative identification of tumor biomarkers, tapping into the wealth of information contained within medical imaging archives. The image to the right shows the discovered sequencer, encoding the cancer biomarker data.

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Embedded speech engines Centre for Pattern Analysis and Machine Intelligence

The Centre for Pattern Analysis and Machine Intelligence has developed a set of AI based platforms that outperform standard keyword spotting techniques, both theoretically and experimentally. These embedded speech devices, untethered to any cloud-based speech engine, are based on deep learning algorithms and advanced noise suppression techniques; an embedded Natural Language Understanding version of the system is also being tested. A spinoff company, Cognitive Computing Technologies, is targeting automotive environments, cognitive/social robotics, and small office/home appliances.

Autonomy in human-robot teams Adaptive Systems Lab / WAVELab

As robots move beyond the production line and into shared human environments, efficient and effective communication with human operators will be essential. In a three-year collaboration initiated with Clearpath Robotics, researchers from Waterloo’s Adaptive Systems and Autonomous Vehicles labs will develop machine learning strategies for fully autonomous warehouse robots to automatically elicit human preferences via simple interactions with staff, with no need for expert programming and supervision. Clearpath is one of several robotics companies scaling up in Waterloo Region - founded in 2009 by Waterloo Engineering students, the company now employs over 150 people.

Assistive technologies for the elderly Computational Health Informatics Lab

Waterloo’s Computational Health Informatics Lab are developing technologies to assist persons with cognitive disabilities. The ACT@HOME project is building an emotionally intelligent cognitive assistant to engage and help older adults with Alzheimer's disease to lead more independent and active daily lives. The Do-It-Yourself Smarthome project is connecting end users with developers by building a person-specific logical knowledge base of user needs, assistance dynamics, sensors, actuators and care solutions. These programs are conducted in conjunction with the AGEWELL Inc. Network of Centres of Excellence, a $35 million dollar initiative that includes 29 research centres across Canada and over 110 industry, government and non-profit partners.

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Living architecture systems Waterloo Architecture

Waterloo is leading a new $2.5M SSHRC Partnership to explore living architecture that uses curiosity-based reinforcement learning algorithms to continuously generate novel behaviours. With over 40 collaborators across North America, Europe and Asia, the School of Architecture will team up with researchers in the Electrical and Computer Engineering and Knowledge Integration departments to explore ways to generate genuine and sustainable social interaction with autonomous systems, and design buildings that can continuously adapt to create a cleaner and healthier environment.

RoboHub construction begins Waterloo Engineering

The $4.5M RoboHub, supported by CFI, will provide the only multi-robot test facility in the world with autonomous ground, aerial, humanoid and magnetically levitated platforms under one roof. Located at the heart of the new Engineering 7 building, the RoboHub will support a host of research programs into robot coordination and autonomy. For example, Bayesian learning models will enable state estimation for localization and autonomous mapping of intelligent mobile robotics agents and UAVs to enable navigation in unstructured environments. Meanwhile, recurrent neural networks will enhance quadrotor flight modeling, predicting aerodynamics with greater accuracy for precision maneuvering at speed and near obstacles.

Hockey analytics Artificial Intelligence Group

Hockey is a fast-paced game for which there is increasing demand for data analytics. In partnership with HockeyTech, researchers in Artificial Intelligence and Economics at the University of Waterloo are developing automated algorithms that process low-level position data about each player and the puck and which can recognize events such as shots, passes, puck possession, takeaways, giveaways, and faceoff wins, and then use this data to predict goals, wins and player performance. These new statistics are helping players, coaches, scouts and fans of professional and semi-professional hockey leagues across North America.

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Fakhreddine Karray

Education/Training:

PhD Electrical Engineering, Systems and Controls

University of Illinois at Urbana Champaign, United States

1989

MEng Electrical Engineering University of Tunis, Ecole Nationale d'Ingenieurs de Tunis

1984

Employment/Affiliations:

University Research Chair Professor

Department of ECE, University of Waterloo 2011-

Director Centre for Pattern Analysis and Machine Intelligence, University of Waterloo

2011-

Professor Department of ECE, University of Waterloo 2003- Associate Director Centre for Pattern Analysis and Machine Intelligence,

University of Waterloo 2003-2011

Associate Professor Department of Systems Design Engineering, University of Waterloo

1999-2003

Assistant Professor Department of Systems Design Engineering, University of Waterloo

1997-1999

Assistant Professor Department of Electrical Engineering, Lakehead University

1994-1996

Research Associate Faculty of Applied Sciences, U of British Columbia

1990-1994

Research Funding:

NSERC Discovery 2015 – 2020 $235,000 PI

Qatar Foundation 2014 – 2017 1,050,000 PI

NSERC Strategic Network

“Developing Next generation Intelligent Vehicular Network”

2011 – 2016 5,000,000 CoI

NSERC SPG (Applied for) 2017 – 2020 $535,000 CoI

ORF (Applied for) 2017 – 2021 $4,000,000 PI

Most Significant Contributions:

Fakhreddine Karray has published over the past 30 years more than 450 publications, many of which appeared in major conferences and first tier journals. He has published 12 textbooks and edited monographs and co-authored 16 US patents in various fields of intelligents systems and smart machines. Following is a sample of publications and patents, impact of which has been high on the theoretical research and applied sciences fields.

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1. M. Ayadi, M. Kamel and F. Karray, "Survey on Speech Emotion Recognition: Features, Classification Schemes, and Databases," Pattern Recognition, March 2011, vol. 44, no. 3, pp. 572-587. This article (co-authored with a former PhD student and colleague) is the most cited article in the field. It has won the Elsevier’s Pattern Recognition Best Paper Award in 2014. The article has become a major reference for researchers working in the area of speech emotion recognition, a field that is fast becoming important in the design of intelligent human machine interfaces and social robots. Other follow on work has been published by the authors and has won praise from the HMI community 2. B. Khaleghi, A.M. Khamis, F. Karray, and S.N. Razavi, “Multi-sensor Data Fusion: A Review of the State-of-the-art,” Information Fusion, vol. 14, no. 1, pp. 28-44, 2013. This work has been highly praised by the research community in the area of multi-sensor fusion. It provides state of the art approaches in the field and provides adequate theoretical framework and needed technical tools to deal with the problem of fusing data from various heterogonous sources. The paper has been the most cited in Elsevier’s Information Fusion for the past three years and is among the most cited in its field. 3. F. Karray and C. de Silva, Soft Computing and Intelligent Systems Design, Theory, Tools and Applications, Addison Wesley Publishing, Aug. 2004. The textbook illustrates developments in the theory of soft computing and applications to intelligent systems. It has been used as a senior undergraduate and graduate textbook for many institutions around the world. The authors have been praised for the quality of the material and its content in both theoretical and applied aspects. A review of the book in 2008 IEEE CI Magazine states:"The textbook represents a comprehensive and cohesive treatment of the state-of-the art consortium of soft computing methodologies and their potential integration, from both the analytical and the practical perspectives." 4. J. Sun, F. Karray and O. Basir, “Knowledge Based Flexible Natural Speech Dialogue System,” United States Patent# 7,386,449, Issued: June 10, 2008. This well-cited patent is at the origin of a commercial product launched the past six years by Vestec Inc. for the design of a powerful speech recognizer (voted by VoIP Evolution portal as one of the top 25 VoIP advances of 2009) and another product used for automated call-centre interface (deployed in 511-service in various states in the US). The product has been deployed in 5 languages in more than 10 countries. 5. M. Niemeijer, B. V. Ginneken, M. Cree, A. Mizutani, G. Quellec, C. Sanchez, B. Zhang, R. Hornero, J. You, A. Mayo, Q. Li, C. Roux, F. Karray, M. Garcia, H. Fujita, and M.D. Abramoff, “Retinopathy Online Challenge: Automatic Detection of Microaneurysms in Digital Color Fundus Photographs”, IEEE Transactions on Medical Imaging, 2010, vol. 29, no..1, pp.185-195. This novel work in the field of image processing with application to biomedical engineering has won the second prize of the 2009 Retina Online Challenge Microaneurysm Detection.The importance of the work stems from its novel approach in automatically detecting microaneurysm in digital color fundus photographs. This is a very important first critical step in screening for diabetic retinopathy. Karray and his students B. Zhang have been contributors of this important work, and followed up later with more extensive algorithms, some of which are among the highest cited in the area.

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William Melek

Education/Training:

PDF Mathematics, Physics and Computer Science Ryerson University 2004 PhD Mechanical Engineering University of Toronto 2002 MASc Mechanical Engineering University of Toronto 1998 BSc Electrical and Computer Engineering Zagazig University 1994

Employment/Affiliations:

Professor Department of Mechanical and Mechatronics Eng. (MME), University of Waterloo

2016-

Director Department of MME, University of Waterloo 2013- Associate Professor Department of MME, University of Waterloo 2010-16 Assistant Professor Department of MME, University of Waterloo 2004-2010

Adjunct Professor Department of Computer Science, Ryerson University 2006-2015 Researcher Department of Mathematics & Computer Science, Ryerson

University 2003 – 2004

Artificial Intelligence Division Leader

Alpha Laboratories Inc. 2002-2004

Consulting Engineer Engineering Services Inc., Defense and Security Division 2002 – 2004

Research Associate Department of Mechanical Engineering, University of Toronto

2000 – 2002

Mechanical Engineer Engineering Services Inc., Robotics & Automation Division

1998

Electrical Engineer Siemens, Cairo Egypt 1995 - 1996

Research Funding:

CFI/ORF The RoboHub: A Robotic Test Facility for Multi-robot Teams

2015-2019 $4,568,000 PI

OCE VIP Gasoline-powered propulsion for UAV for increased range

2015 $25,000 PI

OCE VIP Radio Frequency Protection System for Unmanned Aerial Vehicles

2015 $25,000 PI

Contract, York Region Design of Sewer Infiltration System Contract 2015 $10,000 PI Contract, SL Innovation Design of a hair massaging system 2015 $15,000 PI NSERC Discovery Configuration Optimization and Advanced

Docking Design for two classes of Modular and Reconfigurable Robotic Systems

2014-2019 $120,000 PI

MITACS Nonlinear Projection Methods for Prediction of Trends in Cancer Incidence and Mortality

2012-2014 $60,000 PI

NSERC CRD Development of predicative analytics and business intelligence tools for improved patient management using intelligent decision support systems

2013-2016 $228,000 PI

OCE VIP Novel Cargo Unmanned Aerial Vehicle (UAV) for Commercial and Humanitarian Purposes

2017-2019 $150,000 PI

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Most Significant Contributions: ·1. Development of an intelligent modular robot for flexible automation and automotive applications: In this project, Dr. Melek developed Canada’s first open architecture modular and reconfigurable robot setup for automotive applications. This state-of-the-art MRR system has been utilized by the industrial partner; Sterner Automation. Dr. Melek and his research team developed several configuration optimization, path planning, and nonlinear control techniques for MRR. Furthermore, led by Dr. Melek the research team developed CAN communication protocols with smart plug and play connectors for easily reconfiguring the robot and establishing efficient messaging and data exchange between the joints. Finally, a joint-space nonlinear control strategy based on backstepping techniques was developed for position control. In recent years, Dr. Melek also designed two industrial modular and reconfigurable robots complete with advanced path planning, configuration optimization, and nonlinear motion control methodologies. UW Engineering is the only school in Canada and one of a handful in North America with expertise in this research area. 2. Neurofuzzy control of modular and reconfigurable robots: Dr. Melek and his team have developed a practical and intelligent adaptive/learning control architecture for modular and reconfigurable robots that can be easily used in the presence of dynamic parameter uncertainty and unmodeled disturbances. The adaptive control is achieved through a non-traditional knowledge base that updates PID control gains to achieve a desirable response in the presence of unmodeled disturbances. The learning control is realized using a feed forward neural network, and is meant to approximate the unmodeled dynamics of any robotic setup built from the reconfigurable system modules. In collaboration with an industrial partner, Engineering Services Inc., Dr. Melek built an MRR system based on this research which has been extensively used at the University of Waterloo for training graduate and undergraduate students on the design and implementation of nonlinear and intelligent control and configuration optimization methodologies for automation. 3. Intelligent MCU control system for improved ride/stability for vehicles with semi-active suspension: Dr. Melek led a team of 3 professors, 3 graduate students, and 4 engineers in developing an intelligent embedded microcontroller for improved ride/stability for vehicles with semi-active suspension systems. The research team developed novel nonlinear fuzzy controllers for ride comfort, road handling and rollover stability. Advanced extended Kalman filtering techniques for vehicle state estimation were also developed. An artificial neural network structure was proposed to model semi-active magnetorheological dampers. Dr. Melek also developed computational intelligence methods for state estimation in manufacturing, autonomous robotics and electric vehicles control applications. Since 2010, he has developed several novel state estimation and fault tolerance methods for enabling cornering control in passenger electric vehicles and off-road vehicles, i.e., ARGO platform. This research has been supported by Automotive Partnership Canada, NSERC, and General Motors. 4. Non-traditional reasoning and optimization methods for modeling of bioinformatics systems: There is a close correlation between the research in this area and Dr. Melek's core research focus which uses AI methodologies for design and control of MRR. In this research, Dr. Melek developed predictive analytics that can be integrated into the decision support systems for Electronic Medical Records. This research tackles the problem of developing predictive analytics tools to forecast the load on the healthcare system in terms of the projections for new incidences of cancer. These predictive models are used to provide insight into the resources needed by the healthcare system in order to effectively provide the level of care needed. Furthermore, the research in this thrust focuses on developing novel nonlinear optimization tools to enable intelligent allocation of clinical resources in order to meet the healthcare system needs (required number of procedures, wait time requirements, geographic locations, etc.). To support this research, Dr. Melek secured three-year NSERC CRD grant in the amount of $228,000 in 2013 and a MITACS ACCELATE grant ($60,000) for my former PDF; Dr. Smita Kochroo in 2012. The research in this area has resulted in six awarded/pending patents and several publications including a manuscript in Information Sciences and a book chapter in IEEE-Wiley Encyclopedia in Biomedical Engineering

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Pascal Poupart

Education/Training:

PhD Computer Science University of Toronto,

Toronto ON 2005

MSc Computer Science University of British Columbia, Vancouver, BC

2000

BSc Math and Computer Science McGill University, Montreal QC

1998

Employment/Affiliations:

Professor David R. Cheriton School of Computer Science, University of Waterloo

2016-

Research Funding:

Huawei Technologies Machine Learning for Telecommunication Communication Networks and Natural Language Understanding

2017 – 2019 $526,534 PI

NSERC Discovery Lifelong Machine Learning and Sequential Decision Making for Natural Language

2013 – 2019 $264,000 PI

OCE VIP II Hockey Game Event Recognition and Data Analytics

2016 – 2017 $341,700 CoI

Huawei Technologies Machine Learning Theory and Applications in Communication Networks and Natural Language Processing

2015 – 2016 257,800 PI

CFI and ORF Computational Health Informatics Laboratory 2013 – 2015 $442,330 Co-I

MITACS Adaptive and Emotionally Aware Chatbots 2014 – 2015 $135,000 Co-I

NSERC Engage Machine Learning Techniques for Visual Product Search

2014 - 2015 $54,000 PI

NSERC Engage Feature Extraction and Event/Trend Detection in Social Media Messages

2014 - 2015 $41,640 PI

NSERC Engage Adaptive Prompting to Promote Activity for Residents of Retirement Living

2013 – 2014 $44,200 PI

MITACS Adaptive Dialogue Techniques for Chatbots 2013 $118,834 Co-I

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Most Significant Contributions: · 1) Partially observable Markov decision processes (POMDPs) provide a natural and principled framework to model many sequential decision making problems under uncertainty. I developed several new algorithms that exploit problem specific structure to improve scalability. Given the importance of this work, I was invited to give a tutorial on POMDPs at the 2010 Pacific Rim International Conference on Artificial Intelligence in Daegu (Korea), write an article on POMDPs that appeared in the Encyclopedia of Machine Learning (2010) and contribute a chapter on POMDPs for the book Decision Theory Models for Applications in Artificial Intelligence: Concepts and Solutions. I also applied my work on POMDPs in an automated system that guides seniors in the task of handwashing. This work was featured in a special issue of the 2012 ACM Transactions on Intelligent Interactive Systems on the “highlights of the decade”. 2) Reinforcement Learning (RL) is a framework for automated systems to learn and plan simultaneously in a noisy environment. Bayesian techniques can be used to model explicitly the uncertainty about the environment with probability distributions while planning and learning. However, given the apparent complexity of manipulating such distributions, most RL algorithms only compute point estimates, from which it is difficult to quantify the uncertainty. I derived an analytic solution for discrete Bayesian RL and designed a corresponding algorithm. Following this seminal contribution, I was invited to give a tutorial on Bayesian techniques for RL at the 2007 Int. Conference in Machine Learning (ICML), write an article on Bayesian RL that appeared in the Encyclopedia of Machine Learning (2010) and contribute a chapter on Bayesian RL for the book Reinforcement Learning: State-of-the-Art. 3) With the rise of mobile and wearable devices, there is a need for planning techniques that can produce resource efficient policies. While memory and computational power have increased significantly in mobile devices, energy consumption remains an important bottleneck due to limited battery life. My research group developed optimization and compilation techniques that produce controllers with negligible energy consumption for smart-phones. We also developed multi-objective planning techniques that optimize a primary objective subject to constraints on secondary objectives, therefore allowing accuracy to be tradeoff against resources in various regimes. Given the industrial importance of this work, I was invited to give two keynote presentations at the 2014 Pacific Rim International Conference on Artificial Intelligence (PRICAI) and the 2015 International Conference on Technologies and Applications of Artificial Intelligence (TAAI). 4) Sum-prouct networks were recently proposed as a type of deep neural netwrks with clear semantics and a type of probabilistic graphical model with tractable inference. My research group advanced the understanding of sum product networks (SPNs) by showing that any SPN can be converted into an equivalent Bayesian network without an exponential blow up. We also developed online and distributed algorithms to estimate the parameters of SPNs from large streaming datasets. Furthermore, we extended SPNs to dynamic sum-product networks (DSPNs) for sequence data and to sum-product-max networks (SPMNs) for decision making, where we showed how to learn tractable sequential models and decision-theoretic models for data (i.e., exact sequential inference and exact decision making in linear time with respect to the size of the networks learned from data). This work earned my Master’s student, Han Zhao, the Fall 2015 alumni Gold Medal award and I was invited to give seminars on this topic at Google, Hong Kong University of Science and Technology, National Taiwan University, University of Georgia, McGill University, Université de Montréal, Laval University, Université de Sherbrooke. 5) Boolean satisfiability (SAT) is one of the most important problems in computer science since it is NP-Complete. In collaboration with Vijay Ganesh's research group, I developed a new SAT solver that won the first prize in the main track and the application track of the SAT-2016 competition. My contribution was the development of a machine learning technique for adaptive branching, which was key to improving the state of the art in branching and the overall solver performance.

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Curriculum vitae (highlights)

Peter van BeekCheriton School of Computer Science

University of WaterlooWaterloo, Ontario, Canada N2L 3G1

Tel: 519-888-4567, [email protected]

Education

• PhD, 1990, University of Waterloo

• MMath, 1986, University of Waterloo

• BSc (Honours), 1984, University of British Columbia

Research Interests

• Artificial intelligence: constraint programming, scheduling, sequencing, planning

Honours and Awards

• Best Paper Award, Canadian Conference on AI, 2017

• Best Paper Award, Canadian Conference on AI, 2011

• AAAI Fellow, 2008

• Outstanding Performance Award, University of Waterloo, 2007

• Mathematics Faculty Research Fellow, University of Waterloo, 2004-2007

• IBM Canada CAS Fellow, 2003-2008

• Sir Alan Newell Visiting Fellowship, Griffith University, Brisbane, Australia, 2002

• Best Paper Award, Canadian Conference on AI, 2008

• Best Paper Award (Innovative Applications Track), International Conference on Principles and Practice ofConstraint Programming, 2001

• Best Paper Award, Canadian Conference on AI, 2001

• Outstanding Paper Award, International Joint Conference on AI, 1995

• Honorable Mention Award for Best Written Paper, AAAI-1992

1

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Employment

• Director of Infrastructure, Computer Science, University of Waterloo, 2007-2009.

• Director of Graduate Studies, Computer Science, University of Waterloo, 2002-2004.

• Professor, University of Waterloo, 2000-present.

• Associate Chair (Undergraduate), Computing Science, University of Alberta, 1999-2000.

• Professor, University of Alberta, 1999-2000.

• Associate Professor, University of Alberta, 1995-1999.

• Visiting Professor, EPFL, Lausanne, Switzerland, Fall, 1996.

• Assistant Professor, University of Alberta, Edmonton, Alberta, 1990-1995.

Professional Activities

Journal activities (selected):

Constraints

Advisory Board Member, 2010–2015Editor-in-Chief, 2005 – 2009Editorial Board Member, 1995–2004

Artificial Intelligence

Associate Editor, 2009–2016

ACM Transactions on Intelligent Systems and Technology (ACM TIST)

Associate Editor, 2010–2016

Journal of Artificial Intelligence Research (JAIR)

Advisory Board Member, 2002–2004Associate Editor, 1999-2001Editorial Board Member, 1996–1998

Conference activities (selected):

International Conference on Principles and Practice of Constraint Programming (CP)

Program Chair, 2005; Conference Co-Chair, 2004; Workshop Chair, CP-2002

Conference of the Association for Artificial Intelligence (AAAI)

Senior program committee member, 2000, 2002, 2006, 2007, 2008, 2010, 2012, 2013, 2015

Canadian Conference on Artificial Intelligence

Program Co-Chair, 27th Conference (AI-2014)

International Joint Conference on Artificial Intelligence ((IJCAI)

Area Chair, 2015; Senior program committee member, 2011, 2013; Workshop Chair, 2001

2

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Memorandum 

To:     Members 

    Senate Graduate and Research Council 

 

From:     Julie Joza Acting Chief Ethics Officer Office of Research Ethics  

Date:     May 25, 2017 

 

Subject:   New and Continuing Membership to Research Ethics Committees 

 

The following information on new and continuing members on the Human Research Ethics Committee 

is provided for review and consideration by the Senate Graduate and Research Council: 

Human Research Ethics Committee (HREC) 

Renewing members: 

Andrew Laing, PhD, will renew his term for 3 years as the HREC Vice‐Chair and as a member with 

expertise in biomechanics. Andrew is in the department of Kinesiology in the faculty of Applied 

Health Sciences. His new term will begin September 1, 2017 through to August 31, 2020. Please 

find a CV attached. 

Hilary Berksieger, PhD, will renew her term for 3 years as an alternate member with expertise in 

social psychology. Hilary will continue as a member of the Delegated Ethics Review Committee 

in the department of Psychology. Her new term will begin September 1, 2017 through to August 

31, 2020. Please find a CV attached. 

Roxane Itier, PhD, will renew her term for 3 years as an alternate member with expertise in 

cognitive neuroscience. Roxane will continue as a member of Delegated Ethics Review 

Committee in the department of Psychology. Her new term will begin September 1, 2017 

through to August 31, 2020. Please find a CV attached. 

New members: 

Bryan Grimwood, PhD will begin his first term for 3 years as the member with expertise in 

qualitative research. Bryan is in the department of Recreation and Leisure Studies in the faculty 

of Applied Health Sciences. His term will begin September 1, 2017 through to August 31, 2020.  

Please find a letter of interest and CV attached. 

Elizabeth Fritz, BSc, MBA will begin her first term for 3 years as a HREC community member.  Her 

term will begin September 1, 2017 through to August 31, 2020.  Please find a letter of interest 

and CV attached. 

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Curriculum Vitae: 1

CURRICULUM VITAE Name: Andrew Charles Thomas Laing Degrees Received:

Degree Institution Years Ph.D. Simon Fraser University 2003 - 2008 School of Kinesiology Supervisor: Stephen Robinovitch M.Sc. University of Waterloo 2000 - 2003 Department of Kinesiology Supervisors: Robert Norman, Mardon Frazer B.Sc. University of Waterloo 1994 - 1999 Department of Kinesiology

Employment History: Date Position Institution

2014-present Associate Professor University of Waterloo, Department of Kinesiology 2009-2014 Assistant Professor University of Waterloo, Department of Kinesiology 2008 - 2009 Postdoctoral Fellow University of British Columbia,

Department of Orthopaedics 2008 Sessional Lecturer Simon Fraser University School of Kinesiology 2006 - 2008 Research Assistant Simon Fraser University Injury Prevention & Mobility Lab 2003, 2008 Teaching Assistant Simon Fraser University School of Kinesiology 2003 Research Assistant University of British Columbia College of Health Disciplines 2000 - 2002 Project Coordinator Ergonomics Initiative Research Unit University of Waterloo

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Curriculum Vitae: 2

1999 Research Assistant Spine Biomechanics Laboratory University of Waterloo

1997 Research Assistant Transport Canada Ottawa, Ontario, Canada

Research Affiliations:

2013-present. Special Graduate Faculty Member, Department of Human Health and Nutritional Sciences, University of Guelph. In support of my role as Advisory Committee and Comprehensive Examination Committee member for Ph.D. student Andrew Huntley.

2012-present. Associate Member. International Collaboration on Repair Discoveries

(ICORD), Vancouver, BC. This position provides me with access to resources to support funding applications, and infrastructure/bench space to support my ongoing work with Drs. Tom Oxland and Wolfram Tetzlaff related to the effects of advanced age on cervical spinal cord injuries. Towards this end, I remotely supervised a research assistant (Dallas Bennett) at ICORD over the summer 2012 and 2013 terms.

2012-present. Affiliate Scientist. Toronto Rehabilitation Institute - University Health

Network, Toronto, ON. Member of the Mobility Team led by Drs. Bill McIlroy and Dina Brooks. This position provides me with access to funding application support, into addition to opportunities to access both participant populations and data collection infrastructure. My affiliation allowed one of my graduate students (Warnica) to successfully apply for / obtain a $20,000 scholarship through this organization.

2012-present. Research Scientist. Schlegel-UW Research Institute for Aging (RIA),

Waterloo, ON. This position provides me with opportunities to access participant populations, and to conduct research on site, at the eleven Schlegel Villages retirement home facilities (housing approximately 2500 older adults). Two of my graduate students (Wright, Ma) conducted their thesis research through this affiliation. The RIA is particularly interested in my research regarding safety flooring systems (which aim to reduce the risk of fall-related injuries in older adults).

2012-present. Member, Centre for Centre for Bioengineering & Biotechnology,

University of Waterloo. 2010-present. Co-Investigator. Technology for Injury Prevention in Seniors (TIPS)

program; based out of Simon Fraser University. I am co-leader on a project focusing on the effectiveness of safety floors. We recently initiated a 4-year clinical trial which will investigate the effects of safety floors on the risk of fall-related injuries in a long term care facility. Ethics has been

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Curriculum Vitae: 3

obtained, renovations are expected to be complete in July 2013, and supplementary funding applications have been submitted to support broader scale investigations. This affiliation also provides training opportunities for my trainees. Two of my Ph.D. students (Weaver, Levine) recently presented their research as part of the TIPS seminar series, which we regularly participate in through teleconferencing.

Academic Awards and Distinctions:

2013 Top 40 Under 40 Leadership Award, Waterloo Region 2012 Finalist for NDI Young Investigator Masters Award, 2012 Canadian Society for

Biomechanics Conference. For student (Michal Glinka) under my supervision. 2011 Dr. Margaret H. Hines Award for Best Poster Presentation, Injury Biomechanics

Symposium, Ohio State University. For student (Alexander Wright) under my supervision

2010 First prize - Aging, Health and Well-being Research Session at the University of Waterloo Graduate Student Research Conference. For student (Alexander Wright) under my supervision

2010 Canadian Society for Biomechanics (CSB) Undergraduate/Masters Student Award, Ontario Biomechanics Conference. For student (Alexander Wright) under my supervision

2009 Winner of Skalak Award for best paper published in Journal of Biomechanical Engineering in 2008 as voted by the Bioengineering Division of the American Society of Mechanical Engineers

2008 Successful application to the Individual Research Grants Program at the Christopher and Dana Reeve Foundation while a Postdoctoral Fellow; $60000 x 2 years • Budget renegotiated due to successful NSERC Postdoctoral Fellowship:

o Year 1- Initial instalment of $26,600 (including $10,700 salary top-up) administered through the University of British Columbia

o Year 2 - Follow-up instalment of $17,400 (for supplies and technician support; no salary support for Laing)

2008 Natural Sciences and Engineering Research Council of Canada Postdoctoral Fellowship; $40000 x 2 years

2008 SFU School of Kinesiology Graduate Student Researcher of the Year Award 2007 Simon Fraser University Graduate Fellowship; $6000 2007 Simon Fraser University President’s Research Stipend; $6000 2005 Osteoporosis Society of Canada Graduate Scholarship in Kinesiology; $2500 2004 Mahatma Gandhi Memorial Graduate Scholarship in Kinesiology; $500

Natural Sciences and Engineering Research Council of Canada Postgraduate Scholarship – Doctoral; $21000 x 3 years

2004 Michael Smith Foundation for Health Research Senior Graduate Studentship Award; $21000 x 3 years.

o Declined due to NSERC award, accepted ‘top-up’ of $7000 x 3 years 2004 Simon Fraser University Graduate Fellowship; $6000

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Curriculum Vitae: 4

2003 C.D. Nelson Memorial Graduate Entrance Scholarship - Simon Fraser University; $18000

2001 HEALNet Conference Best Poster Award, Student Category; $500

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Curriculum Vitae: 5

Student Scholarships & Fellowships (also listed under Student Supervision) Year(s) Award Student

2014-2016 NSERC CGS-D Emily McIntosh 2013-2015 NSERC PGS-D Tyler Weaver 2013-2014 NSERC PGS-M Meagan Warnica 2012-2013 OGS-M Meagan Warnica 2010-2011 OGS-M Alexander Wright 2013 NSERC USRA Kaitlin Dixon 2012 NSERC USRA Lauren Minty 2011 NSERC USRA Jonathan Park 2010 NSERC USRA Jessica Dyck

Scholarly and Professional Activities: a) Review Duties - Journals and Conferences:

• 17th Biannual Meeting of the Canadian Society for Biomechanics o General review duties - 22 reviews o Member of Ph.D. Awards Committee – 9 reviews

• Accident Analysis and Prevention – 1 review • Journal of Biomechanics – 1 review • Journal of Biomechanical Engineering – 1 review • Occupational and Environmental Medicine – 1 review • Journal of Applied Biomechanics – 1 review • Bone – 2 reviews • 28th Annual Meeting of the American Society of Biomechanics – 4 reviews

b) Review Duties - Grants:

• NSERC Discovery Grant competition, External Reviewer o 2011 funding competition – 3 reviews (completed in January 2012)

• NSERC I2I Review Committee Member (2011: 1 review) • CRE-MSD Scientific Committee Member (2010: 7 reviews; 2011: 17 reviews;

2012: 21 reviews; 2013: 6 reviews) c) Professional Society Membership:

• Member, Canadian Society for Biomechanics (CSB) • Member, International Society of Biomechanics (ISB) • Participating Member, ASTM International

d) Consulting:

• Defence Research and Development Canada (DRDC), 2011, 2014 • Giffin Koerth Smart Forensics, 2012 • GlaxoSmithKline, Mississauga, ON, 2002 • University of Waterloo, Waterloo, ON, 2001 • The Woodbridge Group, Sarnia, ON, 2000

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Curriculum Vitae: 6

e) Professional Development: • Online course on research ethics, Tri-Council Policy Statement: Ethical Conduct

for Research Involving Humans (TCPS 2: CORE), December 28, 2012 • Biology and Husbandry of Laboratory Workshop, University of British Columbia,

January 20, 2009 • Anesthesia of Rodents Workshop, University of British Columbia, February 24,

2009 • General Principles of Rodent Surgery Workshop, University of British Columbia,

March 24, 2009 • MicroCT and XtremeCT User Training Course, Centre for Hip Health and

Mobility, August 19, 2008 • CIHR Publication and Grant Writing Workshop, McMaster University, June 11-

15, 2007 • Innovative Teaching Workshop, Simon Fraser University, May 23-24, 2007 • Instructional Skills Workshop, Simon Fraser University, April 23-25, 2007

Publications (students under my supervision denoted by *): a) Refereed Journals: Published or In Press: (29)

1. *T.B. Weaver, *M.N. Glinka, A.C. Laing (In Press). Moving beyond quiet stance: applicability of the inverted pendulum model to stooping and crouching postures. Journal of Biomechanics. Manuscript ID BM-D-14-00436 accepted on August 27, 2014.

2. A.C. Laing, *E. Brenneman, A. Yung, J. Liu, P. Kozlowski, T. Oxland (2014). The Effects of Age on the Morphometry of the Cervical Spinal Cord and Spinal Column in Adult Rats – An MRI-Based Study. The Anatomical Record. 297(10):1885-1895.

3. *S. Bhan, *I. Levine, A.C. Laing (2014). Energy absorption during impact on the proximal femur is affected by body mass index and flooring surface. Journal of Biomechanics. 47:2391-2397.

4. *A.D. Wright, G.A. Heckman, W.E. McIlroy, A.C. Laing (2014). Novel safety

floors do not influence early compensatory balance reactions in retirement home-dwelling older adults. Gait and Posture. 40(1):160-165.

5. *M. Warnica, *T. Weaver, S. Prentice, A.C. Laing (2014). The influence of ankle stiffness on postural sway during quiet stance. Gait and Posture. 39(4):1115-1121.

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Curriculum Vitae: 7

6. *S. Bhan, *I. Levine, A.C. Laing (2013). The influence of body mass index and gender on the impact attenuation properties of flooring systems. Journal of Applied Biomechanics. 29(6):731-9.

7. *I. Levine, *S. Bhan, A.C. Laing (2013). The effects of body mass index and gender on impact force and effective pelvic stiffness during lateral falls. Clinical Biomechanics. 28(9-10):1026-1033.

8. *M.N. Glinka, K. Cheema, S.N. Robinovitch, A.C. Laing (2013). Quantification of the Trade-off between Force Attenuation and Balance Impairment in the Design of Compliant Safety Floors. Journal of Applied Biomechanics. 29(5):563-72

9. A.C. Laing, D. Cole, R. Wells (2013). Intervening on Drivers of Mechanical

Exposures: The Effects of a Redesigned Conveyance System on Physical Demands and Worker Perceptions. IIE Transactions on Occupational Ergonomics and Human Factors. 1(2):128-139.

10. *M.N. Glinka, T. Karakolis, J.P. Callaghan, A.C. Laing (2013). Characterization of the Protective Capacity of Flooring Systems Using Force-Deflection Profiling. Medical Engineering & Physics. 35(1):108-15.

11. *A. Wright, A.C. Laing (2012). The influence of head orientation and flooring systems on impact dynamics during simulated fall-related head impacts. Medical Engineering & Physics, 34(8):1071-1078.

12. V. Weerdesteyn, A.C. Laing, S.N. Robinovitch (2012). The body configuration at step contact critically determines the successfulness of balance recovery in response to large backward perturbations. Gait and Posture, 35(3):462-6.

13. A.C. Laing, F. Feldman, M. Jalili, C.M. Tsai, S.N. Robinovitch (2011). The

effects of pad geometry and material properties on the biomechanical effectiveness of 26 commercially available hip protectors. Journal of Biomechanics, 44:2627-2635.

14. A.C. Laing, *R. Cox, W. Tetzlaff, T. Oxland (2011). The effects of advanced age on the morphometry and degenerative state of the cervical spine in a rat model. The Anatomical Record. 294:1326-1336.

15. *A. Wright, A.C. Laing (2011). The influence of novel compliant floors on

balance control in elderly women—A biomechanical study. Accident Analysis and Prevention, 43:1480-1487.

16. A.C. Laing, S.N. Robinovitch (2010). Characterizing the effective stiffness of the

pelvis during sideways falls on the hip. Journal of Biomechanics, 43(10):1898-1904.

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Curriculum Vitae: 8

17. I.D. Cameron, S.N. Robinovitch, S.J. Birge, P. Kannus, K. Khan, J.B. Lauritzen,

J. Howland, S. Evans, J. Minns, A. Laing, P.A. Cripton, S. Derler, D. Plant, D. Kiel (2010). Hip protectors: recommendations for conducting clinical trials – an international consensus statement (part II). Osteoporosis International, 21(1):1-10.

18. S.N. Robinovitch, S.L. Evans, J. Minns, A.C. Laing, P. Kannus, P.A. Cripton, S.

Derler, S.J. Birge, D. Plant, I.D. Cameron, S.P. Kiel, J. Howland, k. Khan, J.B. Lauritzen (2009). Hip protectors: recommendations for biomechanical testing – an international consensus statement (part I). Osteoporosis International. 20(12):1977-1988.

19. R. Wells, A. Laing, D. Cole (2009). Characterizing the intensity of changes made

to reduce mechanical exposure. WORK, 34(2):179-93. 20. E. Tompa, R. Dolinschi, A. Laing (2009). An economic evaluation of a

participatory ergonomics intervention in an auto parts manufacturer. Journal of Safety Research. 40(1):41-47.

21. A.C. Laing, S.N. Robinovitch (2009). Low stiffness floors can attenuate fall-

related femoral impact forces by up to 50% without substantially impairing balance in older women. Accident Analysis and Prevention. 41(3):642-650.

22. A.C. Laing, S.N. Robinovitch (2008). The force attenuation provided by hip

protectors depends on impact velocity, pelvic size, and soft tissue stiffness. Journal of Biomechanical Engineering. 130(6), 061005-061009. * Winner of Skalak Award for best paper published in Journal of Biomechanical Engineering in 2008.

23. A.C. Laing, S.N. Robinovitch (2008). Effect of soft shell hip protectors on

pressure distribution to the hip during sideways falls. Osteoporosis International, 19(7):1067-75.

24. V. Weerdesteyn, A.C. Laing, S.N. Robinovitch (2008). Automated postural

responses are modified in a functional manner by cognitive set. Experimental Brain Research, 186(4):571-580.

25. A.C. Laing, D. Cole, N. Theberge, R.P. Wells, M.S. Kerr, M.B. Frazer (2007).

Effectiveness of a participatory ergonomics intervention in improving communication and psychosocial exposures. Ergonomics, 50: 1092-1109.

26. A.C. Laing, I. Tootoonchi, P.A. Hulme, S.N. Robinovitch (2006). Effect of

compliant flooring on impact force during falls on the hip. Journal of Orthopaedic Research, 24(7):1405-1411.

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Curriculum Vitae: 9

27. N. Theberge, K. Granzow, D. Cole, A. Laing, and the Ergonomic Intervention Evaluation Research Group (2006). Negotiating participation: understanding the “how” in a workplace ergonomic change project. Applied Ergonomics, 37: 239-248.

28. A.C. Laing, M.B. Frazer, D.C. Cole, M.S. Kerr, R.P. Wells, R.W. Norman

(2005). Study of the effectiveness of a participatory ergonomics intervention in reducing worker pain severity through physical exposure pathways. Ergonomics, 48(2):150-170.

29. D. Cole, R. Wells, M. Frazer, M. Kerr, P. Neumann, A. Laing and the Ergonomic

Intervention Evaluation Research Group (2003). Methodological issues in evaluating workplace interventions to reduce work-related musculoskeletal disorders through mechanical exposure reduction. Scandinavian Journal of Work, Environment & Health, 29(5):396-405.

Submitted: (5)

1. I. Levine, L. Minty, A.C. Laing. A Hip Study - The Effects of Gender, Posture, and Muscle Activation on Soft Tissue Thickness Overlying the Greater Trochanter. Submitted to Clinical Anatomy on August 28, 2014. Manuscript ID CA-14-0328.

2. *T.B. Weaver, Y. Yang, S.N. Robinovitch, A.C. Laing. Falls and Parkinson’s disease: evidence from video recordings of actual fall events. Submitted to Journal of Gerontology: Medical Sciences on July 28, 2014. Manuscript ID JGMS-2014-RES-357.

3. G. Hangalur, *E. Brenneman, M. Nicholls, R. Bakker, A.C. Laing, N. Chandrashekar. Can a Knee Brace Reduce the Strain in the ACL? A Study Using Combined In-Vivo/In-Vitro Methods. Submitted to Journal of Applied Biomechanics on May 22, 2014. Manuscript ID JAB.2014-0117.

4. *M.J. Warnica, *J. Park, G. Cook, R. Parkinson, J.P. Callaghan, A.C. Laing. The influence of helmet type and repeated impacts on the biomechanical effectiveness of full-face mountain biking helmets. Submitted to Journal of Applied Biomechanics on April 26, 2014. Manuscript ID JAB.2014-0092.

5. A. Korall, A. Bremner, J. Leong, F. Feldman, A.K. Arnold, D. Robinson, A.C.

Laing, S.N. Robinovitch. The effect of carpet of hand forces during pulling and pushing tasks in long-term care. Submitted to Applied Ergonomics on October 7 2013, Manuscript ID JERG-D-13-00371.

In Preparation:

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Curriculum Vitae: 10

1. C. Joseph, C.D. McKinnon, C.R. Dickerson, J.P. Callaghan, A.C. Laing. The influence of non-neutral neck postures in multiple axes on neck strength, Anticipated submission to Ergonomics.

2. *J. Chen, C. Dickerson, R. Wells, A.C. Laing. The effects of worker age on

lifting: psychophysical estimates of acceptable loads. Anticipated submission to Ergonomics.

3. *C. Ma, A.C. Laing. Wii balance boards vs. force plates: Technical specifications

and centre of pressure comparisons during quiet stance. Anticipated submission to Gait and Posture.

b) Refereed Conference Proceedings:

1. C.C. Lachance, A.C. Laing, P.M. Leung, S.N. Robinovitch, F. Feldman, D.C. Mackey (2014). Stakeholder investment and partnership pivotal for the success of a large-scale randomized controlled-trial in long-term care. Accepted to the 43rd Annual Scientific and Educational Meeting of the Canadian Association of Gerontology. Niagara Falls, Canada. October 16-18. (Podium)

2. A.C Laing, *I.C. Levine, *S. Bhan (2014). Lateral falls on the hip: the influence of body mass index on impact dynamics. 7th World Congress of Biomechanics. Boston, USA, July 6-11. (Poster)

3. *E.C. Brenneman, S. Acker, N. Chandrashekar, A.C. Laing (2014). Evaluation of

Acute Biomechanical and Neuromuscular Effects of Prophylactic Knee Brace Use Following Exercise. 7th World Congress of Biomechanics. Boston, USA, July 6-11. (Poster)

4. *M.J. Warnica, *J. Park, G. Cook, R. Parkinson, A.C. Laing (2014). Energy

absorption mechanisms of four common mountain biking helmets. 7th World Congress of Biomechanics. Boston, USA, July 6-11. (Poster)

5. *I.C. Levine, *S. Bhan, A.C. Laing (2014). Peak force, Contact Area and

Pressure During Impacts to the Hip are Affected by Elements of Body Geometry and Soft Tissue Distribution. 7th World Congress of Biomechanics. Boston, USA, July 6-11. (Poster)

6. *E.I. McIntosh, D. Milicevic, N. Frank, A.C. Laing, S.D. Prentice (2014). Knee

Range of Motion Influences Obstacle Avoidance Strategies During Gait. International Society for Posture & Gait Research World Congress. Vancouver, British Columbia, June 29-July 3. (Poster)

7. D. Milicevic, *E.I. McIntosh, N. Frank, A.C. Laing, S.D. Prentice (2014).

Adaptations of Lower Limb Kinetics During Level and Obstructed Walking

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Curriculum Vitae: 11

Under Limited Knee Range of Motion. International Society for Posture & Gait Research World Congress. Vancouver, British Columbia, June 29-July 3. (Poster)

8. *T.B. Weaver, *M.N. Glinka, A.C. Laing (2014). The applicability of the inverted pendulum model to stooping and crouching postures. International Society for Posture & Gait Research World Congress. Vancouver, British Columbia, June 29-July 3. (Poster)

9. *I.C. Levine, *M. Warnica, A.C. Laing (2014). Mechanical Characteristics of

Traditional and Interventional Flooring Systems During Simulated Back-of-Head Impacts: Implications for Surface Selection in Residential and Institutional Environments". Watch Your Step National Fall Prevention Conference. Toronto, Ontario, May 27-28. (Podium)

10. *T.B. Weaver, Y. Yang, S.N. Robinovitch, A.C. Laing (2014). Characteristics of

falls in individuals with Parkinson’s disease: insights from video recordings of actual fall events. Watch Your Step National Fall Prevention Conference. Toronto, Ontario, May 27-28. (Podium)

11. *T.B. Weaver, *M.N. Glinka, A.C. Laing (2014). Examining motor responses

during stooping and crouching postures using centre of pressure changes under the left and right feet. University of Waterloo Applied Health Sciences Graduate Student Research Conference, Waterloo, Ontario, April 30. (Podium)

12. *I.C. Levine, *P. Nouri, *S. Bhan, M. Mourtzakis, A.C. Laing (2014). Evaluation

of elements of body composition, bone quality and skeletal geometry for inclusion into impact load prediction models. University of Waterloo Applied Health Sciences Graduate Student Research Conference, Waterloo, Ontario, April 30. (Podium)

13. D. Milicevic, *E.I. McIntosh, N.S. Frank, A.C. Laing, S.D. Prentice (2014). Adaptations of Kinetics During Level and Obstructed Walking when Knee Range of Motion is Limited. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada. (poster)

14. B.F. Cornish, *E.I. McIntosh, A.C. Laing, S.D. Prentice (2014). Lower Limb

Adaptations to Altered Kinematic Properties in Human Gait. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada. (poster)

15. *E.I. McIntosh, D. Milicevic, A.C. Laing, S.D. Prentice (2014). Knee Range of

Motion Influences Obstacle Avoidance Strategies in the Sagittal Plane During Gait. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada. (podium)

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Curriculum Vitae: 12

16. *D. Martel, *S. Bhan, *I. Levine, A.C. Laing (2014). Modulation of peak force and peak pressure during a simulated hip impact. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada.

17. *E.C. Brenneman, S. Acker, N. Chandrashekar, A.C. Laing (2014). Evaluation of

Biomechanical and Neuromuscular Effects of Prophylactic Knee Brace Use Following Exercise. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada.

18. *T.B. Weaver, *M.N. Glinka, A.C. Laing (2014). Stooping and crouching

postures: the applicability of the inverted pendulum model. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada.

19. *I.C. Levine, *S. Bhan, A.C Laing (2014). The influence of body geometry and

soft tissue on distribution of loads during impacts to the hip. 11th Annual Ontario Biomechanics Conference, March 14-16, Barrie, Canada.

20. C.D. McKinnon, A.C. Laing, C.R. Dickerson, J. P. Callaghan (2013). The

influence of neck posture and Canadian Forces helicopter helmet configuration on neck muscular demands. 37th Annual meeting of the American Society of Biomechanics, September 4-7, Omaha, NE, USA.

21. C.C. Lachance, A.C. Laing, S.N. Robinovitch, F. Feldman, M. Leung, D.C. Mackey (2013). A randomized controlled trial to evaluate the effect of compliant flooring on fall-related injuries in long-term care: the Flooring for Injury Prevention (FLIP) trial. IAGG World Congress of Gerontology and Geriatrics, June 23-27, Seoul, South Korea.

22. C.C. Lachance, A.C. Laing, S.N. Robinovitch, F. Feldman, M. Leung, D.C. Mackey (2013). A randomized controlled trial to evaluate the effect of compliant flooring on fall-related injuries in long-term care: the Flooring for Injury Prevention (FLIP) trial. Annual British Columbia Geriatric Services Conference, April 12, Vancouver, Canada.

23. *E.C. Brenneman, N. Chandrashekar, A.C. Laing (2013). Biomechanical effects of functional knee braces and implications for detraining. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

24. *M. Glinka, *T. Weaver, A.C. Laing (2013). Postural stability during stooping

and crouching: the effect of aging on movement characteristics and stability. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

25. *S. Bhan, *I.C. Levine, A.C. Laing (2013). Energy absorption during impact on the proximal femur is affected by body mass index and impact surface. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

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Curriculum Vitae: 13

26. *M. Warnica, A.C. Laing, R. Parkinson, *J. Park, G. Cook (2013). Protective capacity of four common mountain biking helmets. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

27. S. Chisholm, A.C. Laing, S.D. Prentice (2103). The effect of marker occlusion on the accuracy of kinematic data reconstruction: influence of duration & timing. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

28. *I.C. Levine, S. Bhan, A.C. Laing (2013). The effects of body mass index and gender on impact force and effective pelvic stiffness during lateral falls. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

29. C.D. McKinnon, A.C. Laing, C.R. Dickerson, J. P. Callaghan (2013). The influence of neck posture and Canadian Forces helicopter helmet configuration on neck muscular demands. 10th Annual Ontario Biomechanics Conference, March 15-17, Barrie, Canada.

30. D.C. Mackey, C. Lachance, A.C. Laing, S.N. Robinovitch, F. Feldman (2012).

The Flooring for Injury Prevention (FLIP) Trial: Can Compliant Flooring Reduce Injuries Due to Falls in Long-Term Care? Canadian Association of Gerontology conference, Vancouver, BC, October 18-20, 2012.

31. *M. Glinka, T. Karakolis, J. Callaghan, A.C. Laing (2012). Safety Flooring To Reduce The Risk Of Fall-Related Injuries - Characterizing Footfall Deflections Vs. Energy Absorption During Simulated Impacts. 17th Biennial Meeting of the Canadian Society of Biomechanics, Burnaby, BC, June 6-9, 2012. Note: Finalist for the NDI Young Investigator Masters Award.

32. *S. Bhan, *I. Levine, A.C. Laing (2012). Novel safety floors attenuate impact

differently across extreme BMI groups. 17th Biennial Meeting of the Canadian Society of Biomechanics, Burnaby, BC, June 6-9, 2012.

33. *J. Chen, C. Dickerson, R. Wells, A.C. Laing (2012). The effects of worker age on lifting: psychophysical estimates of acceptable loads and their link to biomechanics. 17th Biennial Meeting of the Canadian Society of Biomechanics, Burnaby, BC, June 6-9, 2012.

34. *C. Ma, A.C. Laing (2012). Wii Balance Boards vs. Force Plates: Technical specifications and centre of pressure comparisons during quiet stance. 17th Biennial Meeting of the Canadian Society of Biomechanics, Burnaby, BC, June 6-9, 2012.

35. *S. Bhan, *I. Levine, A.C. Laing (2012). The influence of body mass index on the impact attenuating capacity of safety flooring systems. AHS Graduate Student Research Conference, April 26, University of Waterloo, ON, Canada.

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Curriculum Vitae: 14

36. *M. Glinka, T. Karakolis, J. Callaghan, A.C. Laing (2012). A mechanical characterization of the protective capacity of a range of flooring systems for reducing fall-related impacts. AHS Graduate Student Research Conference, April 26, University of Waterloo, ON, Canada.

37. * E. Brenneman, G. Hangalur, N. Chandrashekar, A.C. Laing (2012). Knee

kinetics and kinematics during jump landings - measuring inputs for an in vitro analysis of custom engineered anterior cruciate ligament braces. AHS Graduate Student Research Conference, April 26, University of Waterloo, ON, Canada.

38. *C. Ma, A.C. Laing (2012). Can we replace force platforms with Nintendo Wii balance boards during studies of balance control? AHS Graduate Student Research Conference, April 26, University of Waterloo, ON, Canada.

39. *J. Chen, C. Dickerson, R. Wells, A.C. Laing (2012). The effects of worker age on lifting: psychophysical estimates of acceptable loads and their link to biomechanics. AHS Graduate Student Research Conference, April 26, University of Waterloo, ON, Canada.

40. *M. Glinka, T. Karakolis, J. Callaghan, A.C. Laing (2012). Characterization of the protective capacity of flooring systems using force-deflection profiling. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

41. *J. Chen, C. Dickerson, R. Wells, A.C. Laing (2012). The effects of worker age

on lifting: psychophysical estimates of acceptable loads and their link to biomechanics. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

42. G. Hangalur, *E. Brenneman, N. Chandrashekar, A.C. Laing (2012). A combined

in-vivo-in-vitro approach to study the effectiveness of knee braces in protecting the ACL during dynamic activities. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

43. *M. Warnica, S. Prentice A.C. Laing (2012). The influence of ankle stiffness on balance control mechanisms during quiet stance. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

44. *S. Bhan, I. Levine, A.C. Laing (2012). The influence of body mass index on the impact attenuating capabilities of novel compliant flooring systems. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

45. *C. Ma, A.C. Laing (2012). Characterization and validation of Nintendo Wii balance board use in low dynamic scenarios. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

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Curriculum Vitae: 15

46. * E. Brenneman, G. Hangalur, N. Chandrashekar, A.C. Laing (2012). Knee kinetics and kinematics during jump landings - measuring inputs for an in vitro analysis of custom engineered anterior cruciate ligament braces. Annual Ontario Biomechanics Conference, March 16-18, Barrie, Canada.

47. *J. Chen, A.C. Laing (2011). Comparison of lifting biomechanics across gender and time. Association of Canadian Ergonomists 42nd Annual Conference "Ergonomics & Performance" London, ON, October 18-20.

48. *M. Glinka, A.C. Laing (2011). Fall related impacts – characterizing the protective capacity of flooring systems using force-deflection profiling. International MasterClass 2011 in Biomechanics for Design for Injury Prevention. Loughborough, UK, July 11-14.

49. S. Robinovitch, A.C. Laing (2011). Scientific basis for the design of a test method to measure the force attenuation provided by wearable hip protectors. Accepted to the Ninth Symposium on Performance of Protective Clothing and Equipment: Emerging Issues and Technologies. Sponsored By ASTM Committee F23 on Protective Clothing and Equipment. Anaheim, CA, June 16-17.

50. *A. Wright, A.C. Laing (2011). The influence of novel compliant flooring

systems on impact dynamics during simulated impacts to the back of the head. 23rd Congress of the International Society for Biomechanics, Brussels, BE, July 3-7.

51. *A. Wright, A.C. Laing (2011). Evaluating the protective capacity of novel

compliant flooring systems during simulated head impacts using a surrogate human headform. 7th annual Injury Biomechanics Symposium, Ohio State University, May 22-24.

52. *A. Wright, A.C. Laing (2011). Novel versus traditional compliant flooring

systems: effects on the accelerations and forces applied to a surrogate headform during simulated ‘worst-case’ head impacts. Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

53. *S. Bhan, *I. Levine, A.C. Laing (2011). The influence of body mass index on

the force attenuating capabilities of novel compliant flooring systems. Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

54. *I. Levine, *S. Bhan, A.C. Laing (2011). Factors that influence pelvic stiffness

and peak impact force during lateral falls. Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

55. *M. Warnica, A.C. Laing (2011). The influence of ankle stiffness on balance

control mechanisms during quiet stance. Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

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Curriculum Vitae: 16

56. *J. Chen, A.C. Laing (2011). Are biomechanics of lifting tasks altered by gender,

task frequency, and task duration? Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

57. *C. Ma, A.C. Laing (2011). Balance control during the sit-to-stand task on low

stiffness flooring. Annual Ontario Biomechanics Conference, March 11-13, Barrie, Canada.

58. A.C. Laing, W. Tetzlaff, T. Oxland (2010). Towards the development of valid

aging models of SCI - the effects of advanced age on the morphometry of the cervical spine in a rat model. In proceedings of the Christopher and Dana Reeve Foundation Spinal Cord Symposium: Bench to Bedside, December 9-11, Phoenix, USA.

59. F. Feldman, A.C. Laing, S.N. Robinovitch (2010). Update on compliant flooring

and wearable hip protectors for fracture prevention in long-term care. ISG2010 World conference on Gerontechnology, May 27-30, Vancouver, Canada. Gerontechnology 2010; 9(2):164-165.

60. *A. Wright, A.C. Laing (2010). Towards the reduction of fall-related injury risk:

novel compliant floors do not influence rate of balance control responses in older women. In proceedings of the 16th Biannual Meeting of the Canadian Society of Biomechanics, June 9-12, Kingston, Canada.

61. *A. Wright, A.C. Laing (2010). Novel compliant flooring to reduce fall-related

injury risk- influences on balance in older women. Aging, Health and Well-being session of the University of Waterloo Graduate Student Research Conference: Sharing Discovery, April 26-29, Waterloo, Canada.

62. *A. Wright, A.C. Laing (2010). Reducing fall-related injury risk in seniors: novel

compliant flooring systems minimally affect COG and COP margin of safety in older women. Annual Ontario Biomechanics Conference, March 12-14, Barrie, Canada.

63. F. Feldman, A.C. Laing, J. Tsai, M. Jalili, S.N. Robinovitch (2010). Comparison

of the biomechanical performance of 25 different types of commercially available hip protectors. in: Proceedings of the 56th Annual Meeting of the Orthopaedic Research Society, March 6-9, New Orleans, USA.

64. A.C. Laing, S.N. Robinovitch (2008). Design of low stiffness floors for

preventing hip fractures in high risk environments: comparison of force attenuation and influence on balance, in: Proceedings of the 2008 North American Congress on Biomechanics, August 5 – 9, Ann Arbor, USA.

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Curriculum Vitae: 17

65. E. Tompa, R. Dolinschi, A. Laing (2007). Economic evaluation of a participatory ergonomics intervention in an auto parts manufacturer, in: Proceedings of Health and Safety Canada 2007, April 16-18, Toronto, ON.

66. R. Wells, A. Laing, D. Cole. (2007) Intensity of interventions for the prevention

of musculoskeletal disorders. Sixth International Scientific Conference on Prevention of Work-Related Musculoskeletal Disorders, August 27 - 30, Boston, USA.

67. A.C. Laing, S.N. Robinovitch (2006). Soft shell hip protectors absorb energy and

shunt impact force away from the trochanter during a fall, in: Proceedings of the 5th World Congress of Biomechanics, July 29 – August 4, Munich, Germany. Journal of Biomechanics, 39: S90.

68. A.C. Laing, C. Gillan, S.N. Robinovitch (2006). Hip protector biomechanical

effectiveness: Effect of hip region soft tissue stiffness. International Osteoporosis Foundation – World Congress on Osteoporosis, June 2-6, Toronto, ON. Osteoporos Int, 17: S231.

69. A.C. Laing, S.N. Robinovitch (2006). Soft shell hip protectors absorb energy and

shunt impact force away from the trochanter during a fall. 2nd Northwest Biomechanics Symposium, May 12-13, Vancouver, BC.

70. A.C. Laing, M.B. Frazer, N. Theberge, D.C. Cole, R.P. Wells and M. Kerr

(2005). Study of the effectiveness of a participatory ergonomics intervention in reducing worker pain severity through psychosocial exposure pathways. Annual Meeting of the Canadian Association for Research on Work and Health, May 15-17, Vancouver, BC.

71. N. Theberge, D.C. Cole, K. Granzow, and A.C. Laing (2005). Contesting health

and safety on the terrain of participatory ergonomics: A case study from the manufacturing sector. Annual Meeting of the Canadian Association for Research on Work and Health, May 15-17, Vancouver, BC.

72. Laing, A.C., Tootoonchi, I., Robinovitch, S.N. (2004). Effect of floor stiffness on

impact forces during falls on the hip, in: Proceedings of the 28th Annual Meeting of the American Society of Biomechanics, Sept 8-11, Portland, OR.

73. Laing, A.C., Tootoonchi, I., Robinovitch, S.N. (2004). Design of compliant

floors to reduce impact forces during falls on the hip, in: Proceedings of the 26th Annual Meeting of the American Society for Bone and Mineral Research, Oct 1-5, Seattle, WA.

74. Granzow, K., Theberge, N., Cole, D.C. and Laing, A.C. (2004). “I feel good I

got chosen”: Determining the meaning(fulness) of worker participation in

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Curriculum Vitae: 18

participatory ergonomics. Qualitative Health Research Conference, April 30 - May 4, Banff, AB.

75. D. Cole, N. Theberge, K. Granzow, M. Frazer, A. Laing, R. Wells, and R.

Norman, (2003). Participatory processes in organizational interventions for injury prevention, in: Proceedings of the Fifth Interdisciplinary Conference on Occupational Stress and Health, Toronto, ON.

76. M. Frazer, R. Wells, A. Laing, R. Norman, N. Theberge, D. Cole, and M. Kerr (2002). Evaluation of the effects of a proactive ergonomic design change on physical exposure and workers’ perceptions, in: Proceedings of the Association of Canadian Ergonomists (ACE) Annual Conference, Banff, AB, 20021037.pdf (no page numbers in Proceedings).

77. N. Theberge, K. Granzow, M. Frazer, A. Laing, R. Norman, R. Wells (2002).

Negotiating ergonomics: an analysis of the evolution of a participatory ergonomic process in an industrial setting, in: Proceedings of the Association of Canadian Ergonomists (ACE) Annual Conference, Banff, AB, 20021040.pdf (no page numbers in Proceedings).

78. R. Wells, M. Frazer, and A. Laing (2002). Participatory ergonomics in an

industrial setting facilitates proactive design, in: Proceedings of the Association of Canadian Ergonomists (ACE) Annual Conference, Banff, AB, 20021050.pdf (no page numbers in Proceedings).

79. K. Granzow, N. Theberge, M. Frazer, A. Laing, R. Wells, and D. Cole, (2002).

Negotiating workplace safety: notes on a collaborative effort among labour, management and university researchers to implement a participatory ergonomics process. Meeting of the Canadian Sociology and Anthropology Association, Toronto, ON.

80. N. Theberge, K. Granzow, D. Cole, P. Neumann, M. Frazer, A. Laing, R. Wells

(2002). Participatory Processes in Worker Health and Safety: An Analysis of an Intervention in an Industrial Setting, Annual meeting of the North Central Sociological Association, Windsor, ON.

81. A. Laing, M. Frazer, R. Wells, R. Norman, N. Theberge, D. Cole, M. Kerr, L.

Brawley, and R. Kerton (2001). Evidence based ergonomics decisions - effects of knowledge transfer on corporate redesign strategies. Health Evidence Application and Linkages Network (HEALNet) Research@Workshop, (note: no page numbers in Abstracts) Ottawa, ON. * Winner of Best Student Award.

82. M. Frazer, R. Wells, R. Norman, N. Theberge, D. Cole, M. Kerr, A. Laing, L.

Brawley, and R. Kerton (2001). Making, using, and communicating evidence based ergonomic decisions. Health Evidence Application and Linkages Network

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Curriculum Vitae: 19

(HEALNet) Research@Workshop, (no page numbers in Abstracts) Ottawa, ON. *Winner of Sonja Halvorson Public Choice Award.

83. A. Laing, M. Frazer, and R. Norman (2001). Electromechanical delay in a wrist

flexor at various force levels for a power grip tracking task, in: International Society of Biomechanics XVIIIth Congress Proceedings, Program Number P273. Zurich, Switzerland.

84. A. Laing, M. Frazer, and R. Wells (2001). Effects of force level and time lapses

after task performance on the accuracy of force matching in a power-grip tracking task, in: Proceedings of the SELF-ACE 2001 Conference - Ergonomics for a Changing World, Vol 4, pp 323-327, Montreal, QC.

85. N. Theberge, K. Granzow, P. Neumann, L. Brawley, M. Frazer, A. Laing, R.

Norman, R. Wells, R. Kerton, L. Greco, and D. Cole (2001). Participatory ergonomics: Assessing the impact of different forms of involvement on reported outcomes, in: Proceedings of the SELF-ACE Conference - Ergonomics for a Changing World, Vol 4, pp 270-275, Montreal, QC.

86. M. Frazer, R. Wells, R. Norman, N. Theberge, D. Cole, M. Kerr, A. Laing, L.

Brawley, and R. Kerton (2001). Evidence-based ergonomic decisions: assessment of the effectiveness of evidence-based ergonomic decision in workplaces for prevention of work-related musculoskeletal disorders (WMSD), in: Proceedings of the 1st National Symposium: Canadian Association for Research on Work and Health (CARWH). (note: no page numbers in Proceedings) Toronto, ON.

87. R. Wells, M. Frazer, L. Brawley, N. Theberge, A. Laing, R. Kerton, K. Granzow,

D. Cole, and M. Kerr (2001). Prevention of musculoskeletal disorders (MSDS): transfer of knowledge base using a participative approach and software tools, in: AWCBC Public Forum on Knowledge Transfer for Workplace Health & Safety, pp 15, Toronto, ON.

88. A. Vincent, I. Noy, A. Laing (1998). Behavioural adaptation to fatigue warning

systems. Proceedings of the 16th International Technical Conference on the Enhanced Safety of Vehicles, Windsor, Ontario, May 31-June 4. Transport Canada Paper Number 98-S2-P-21. National Highway Traffic Safety Administration, Washington, D.C., Volume 1, 1998, Pages 521 – 529.

c) Non-refereed Conference Proceedings: d) Books and Book Chapters None

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Curriculum Vitae: 20

e) Technical and Consulting Reports:

1. J.P. Callaghan$, C. Dickerson#, A.C. Laing#, C. Joseph#, C. McKinnon#, M. Noguchi# (2014). The Influence of Neck Posture and Helmet Configuration on Neck Muscle Demands. Prepared for Individual Behaviour and Performance Section, Defence Research and Development Canada, June (125 Pages). $ Primary Author. # Contributors.

2. C. Gillan, A.C. Laing, S.N. Robinovitch (2008). A comparison of hip protectors made from a spacer material and other commercial hip protectors. Submitted to Ms. Anna Kjærsgaard, Research and Development, Tytex Inc., April (8 pages).

3. C. Gillan, A.C. Laing, S.N. Robinovitch (2007). Shield comparisons from

SafeHip Soft with Spacer material. Submitted to Ms. Anna Kjærsgaard, Research and Development, Tytex Inc., October (5 pages).

4. C. Gillan, A.C. Laing, S.N. Robinovitch (2007). Shield comparisons from

SafeHip Classic protectors involved in hip fracture cases. Submitted to Ms. Anna Kjærsgaard, Research and Development, Tytex Inc., August (5 pages).

5. A.C. Laing, C. Gillan, S.N. Robinovitch (2007). Round robin tests on the force

attenuation provided by hip protectors - results using the Simon Fraser University hip impact simulator. Submitted to David Metcalfe, Surgical Dressing Manufacturers Association, July (5 pages).

6. A.C. Laing, C. Gillan, S.N. Robinovitch (2007). The influence of industrial

laundering on the force attenuation of hip protectors. Submitted to Kresten Karlsen, Director, Research and Development, Tytex Inc., May (5 pages).

7. A.C. Laing, C. Gillan, S.N. Robinovitch (2005). Pressure distribution in the hip

region and biomechanical effectiveness of soft hip protectors during sideways falls. Submitted to Ms. Bettina Sorenson, Director, Research and Development, Tytex Inc., November (9 pages).

8. A.C. Laing, C. Gillan, S.N. Robinovitch (2005). Comparison of human and

impact pendulum / surrogate pelvis characteristics. Submitted to Ms. Bettina Sorenson, Director, Research and Development, Tytex Inc., June (5 pages).

9. A.C. Laing, C. Gillan, S.N. Robinovitch (2005). Distribution of hip region impact

force and biomechanical effectiveness of hip protectors during sideways falls. Submitted to Ms. Bettina Sorenson, Director, Research and Development, Tytex Inc., June (12 pages).

10. C. Gillan, A.C. Laing, S.N. Robinovitch (2005). Comparison of varying foam

pelvis stiffness and corresponding effectiveness of hip protectors during sideways

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Curriculum Vitae: 21

falls tested with impact pendulum. Submitted to Ms. Bettina Sorenson, Director, Research and Development, Tytex Inc., June (4 pages).

11. M. Frazer, R. Wells, R. Norman, A. Laing (2001) TWG Sarnia Ergonomic

Evaluation: Tilted Line versus Flat Line, Submitted to Mr. Brian Perry, Plant Manager, Sarnia, Woodbridge Foam Corporation, November (9 pages).

12. Well, R., Norman, R., Brawley, L., Cole, D., Frazer, M., Greco, L., Kerr, M.,

Kerton, R., Laing, A., Neumann, P., Theberge, N. (2001). Implementation and Evaluation of a Participatory Ergonomics Process at The Woodbridge Group - Tilbury Plant, Submitted to Heather Harvey, Director: Health, Safety, and Environment Worldwide, The Woodbridge Group, January (49 pages).

13. Wells, R., Norman, R., Frazer, M., Laing, A. (2001). Ergonomics Program

Implementation Blueprint, Submitted to Mr. Dan Dubblestyne, Health, Safety & Environment Director, The Woodbridge Group, January (20 pages).

f) Other Publications: None Presentation to Scholarly Groups: a) Invited

1. Laing, A.C. “Injury biomechanics and aging: prevention of injuries”, invited talk for the Aging Symposium at the Waterloo-Bordeaux: Path To A Privileged Partnership conference. Waterloo, ON, May 19-21, 2014.

2. Laing, A.C. “Fall-related injuries – towards predicting population-based estimates

of injury risk reduction”, invited lecture for the Biomedical Research Group, Department of Applied Mathematics, University of Waterloo, March 4, 2013.

3. Laing, A.C. “The influence of compliant flooring on fall-related impacts and

balance/mobility in older adults”, invited presentation for the Annual Research Symposia, Technology for Injury Prevention (TIPS) program, Simon Fraser University, November 16, 2011.

4. Laing, A.C. "Injury biomechanics and aging: the development of age-specific interventions to reduce injury risk", invited lecture for Departmental Seminar Series, Department of Human Health and Nutritional Sciences, University of Guelph, November 14, 2011.

5. Laing, A.C. "The importance of stakeholder buy-in for the sustainability of participatory ergonomics programs", invited seminar, 2011 Centre of Research

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Curriculum Vitae: 22

Excellence for the Prevention of Musculoskeletal Disorders (CRE-MSD) Research Retreat, University of Windsor, May 31, 2011.

6. Laing, A.C. "Injury biomechanics and aging: a journey from the factory floor to a nursing home (through a histology lab)", invited seminar for the Distinguished Speakers' Series, Faculty of Human Kinetics, University of Windsor, April 1, 2011.

7. Laing, A.C. “Injury biomechanics and aging: insights into interventions for reducing the risk of tissue damage”, invited presentation seminar for the Mechanical Engineering Seminar Series, University of British Columbia, January 8, 2009.

8. Laing, A.C. “Hip fracture prevention: biomechanical investigations of hip

protectors and low stiffness floors”, invited presentation for the University of British Columbia Department of Orthopaedics Grand Rounds, April 2, 2008.

9. Laing, A.C. “Biomechanical testing of hip protectors: review of the force

attenuation results cited in the literature”, invited seminar at the International Hip Protector Research Group Workshop, Copenhagen, Denmark, November 10, 2007.

10. Laing, A.C. “Hip fracture prevention: investigations into the biomechanical

effectiveness of hip protectors”, invited presentation for School of Kinesiology Seminar Series, Simon Fraser University, April 17, 2007.

b) Self-initiated

None Presentation to Professional Groups: a) Invited

1. Laing, A.C. “Fighting gravity – can novel safety floors reduce fall-related injuries?”, invited presentation in the Spotlight on Research session at the Schlegel Operational Planning conference, Collingwood, ON, September 26, 2012.

2. Laing, A.C. “Hip protectors - current state of knowledge”, invited presentation at the Vancouver Coastal Health Residential Care Symposium, Vancouver, BC, November 2, 2006.

3. Laing, A.C. “University of Waterloo’s Ergowatch”, two hour invited workshop at

the Industrial Accident Prevention Association (IAPA): Annual Health and Safety Conference, Toronto, ON, April, 2002.

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Curriculum Vitae: 23

4. Laing, A.C. “Ergowatch Ergonomic Evaluation Suite Featuring 4D WATBAK”,

invited presentation at the Occupational Hygiene Association of Ontario (OHAO) - Fall Symposium, Toronto, ON, October, 2002.

5. Laing, A.C. “University of Waterloo Ergonomics Initiative: Participatory

Ergonomics and Ergowatch”, invited presentation at the Employers’ Advocacy Council - Safety Group Meeting, Kitchener, ON, May, 2001.

6. Laing, A.C. “The Measurement of Risk of Back Injury: Today, Tomorrow”, two

hour invited workshop for Ergonomists at the Industrial Accident Prevention Association. Toronto, ON, March, 2001.

b) Self-initiated

None. Other Presentations:

1. Laing, A.C. “Biomechanics of falls and prevention of fall-related njuries”, Guest lecture for HLTH 400/620, University of Waterloo, March 13, 2014.

2. Laing, A.C. “Prevention of Fall-Related Injuries”, Guest lecture for AHWB 750, University of Waterloo, October 3, 2013.

3. Laing, A.C. “Injury biomechanics and aging: prevention of fall-related injuries”, Guest lecture for KIN 104, University of Waterloo, October 17, 2012.

4. Laing, A.C., * Ma, C. “Safety floors to reduce fall-related injuries”, invited presentation at The Village of Winston Park retirement home, Kitchener, ON, March 21, 2012.

5. Laing, A.C., * Wright, A. “Aging, mobility, and fall-related injuries in the retirement home setting”, invited presentation at The Village of Winston Park retirement home, Kitchener, ON, December 1, 2010.

6. Laing, A.C., * Wright, A. “Fighting gravity: Research into fall-related injury prevention”, invited presentation at The Village of Winston Park retirement home, Kitchener, ON, September 22, 2010.

7. Laing, A.C. “Prevention of fall-related injuries in older adults: design considerations and intervention approaches”, Guest lecture for KIN 160, University of Waterloo, November 27, 2009.

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Curriculum Vitae: 24

8. Laing, A.C. “Fighting gravity: Research into fall and hip fracture prevention”, presented to the Wellness Class at Confederation Seniors’ Centre, Burnaby, BC, December 2007.

9. Laing, A.C. “Participatory Ergonomics”, guest lecture for KIN 381: Psychology

of Work, School of Kinesiology, Simon Fraser University, Burnaby, BC, February 23, 2007.

10. Laing, A.C. “Energy”, guest lecture for KIN 201: Biomechanics, School of

Kinesiology, Simon Fraser University, Burnaby, BC, February 15, 2007. 11. Laing, A.C. “Impulse-momentum and conservation of energy”, guest lecture for

KIN 201: Biomechanics, School of Kinesiology, Simon Fraser University, Burnaby, BC, November 14, 2006.

12. Laing, A.C. “Impact biomechanics and interventions to reduce hip fracture risk”,

guest lecture for KIN 201: Biomechanics, School of Kinesiology, Simon Fraser University, Burnaby, BC, March 14, 2006.

13. Laing, A.C. “Preventing falls and fall-related injuries in elderly populations”,

presented to the Surrey/White Rock chapter of the Osteoporosis Society of Canada, Surrey, BC, April 2005.

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Curriculum Vitae: 25

Research Grants and Contracts:

Names of Researcher(s)

Agency $ Amount Tenure Short Title

Laing, AC Centre for Research Expertise Prevention of Musculoskeletal Disorders (CRE-MSD)

20,000 2014-2015

Maintaining workability for older workers

Callaghan, J Dickerson, C Laing, AC

Defence Research and Development Canada (DRDC)

55,388 2014 Analysis of EMG and motion capture data for aircrew neck strain.

Laing, AC Yates, J Beston, B Anthony, K

UW Centre for Teaching Excellence - Learning Innovation and Teaching Enhancement grant

4,874 2014-2015

Development and Evaluation of E-modules to Enhance Undergraduate Learning in Biomechanics

Laing, AC Giangregorio, L Lysy, M McPhee, J Mourtzakis, M

UW Chronic Disease Prevention Initiative – Seed Grant

9,998 2014-2015

Development of a probabilistic model of hip fracture risk - a pilot study

Laing, AC Chandrashekar, N

OSSUR Canada Incorporated

4,500 in-kind contribution of knee braces

2013-2014

Acute biomechanical and neuromuscular changes with prophylactic knee brace use following exercise

Gallagher, K Laing, AC Callaghan, J

CRE-MSD – Seed Grant

7,900 2013-2014

Assessing the effectiveness of anti-fatigue matting in those shown to develop low back pain during prolonged standing

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Curriculum Vitae: 26

Names of Researcher(s)

Agency $ Amount Tenure Short Title

Laing, AC RBC Retirement Research Undergraduate Fellowship Program

8,210 2013 Age-related changes in posture and balance control during bending, stooping, and reaching tasks

Laing, AC Parkinson, R Callaghan, J

Giffin Koerth Incorporated

7,000 06-2012 – 12-2012

Biomechanical characterization of the protective capacity of downhill mountain biking helmets

Laing, AC NSERC – Early Career Researcher Supplement

20,000 2011 – 2015

Biomechanics of fall-related impacts and balance in seniors

Laing, AC Callaghan, J Dickerson, C

Defence Research and Development Canada (DRDC)

56,823 01/2011 – 03/2011

Biomechanical evaluation of a helmet and night vision goggle system

Laing, AC McIlroy, W Heckman, G

CIHR - Catalyst Grant

49,922 2010 - 2011

Novel compliant floors aimed at reducing fall-related injury risk in residential care settings

Laing, AC NSERC – Discovery Grant

135,000 2010 - 2015

Biomechanics of fall-related impacts and balance in seniors

Laing, AC Dickerson, C Wells, R

CRE-MSD – Seed Grant

9,939 2010 - 2011

Load limits for manual material handling in older and younger workers

Laing, AC RBC Retirement Research Undergraduate Fellowship Program

8,803 2010 - 2011

Postural balance in retirement home dwellers – effects of novel compliant floors and mobility level

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Curriculum Vitae: 27

Names of Researcher(s)

Agency $ Amount Tenure Short Title

Laing, AC CFI – Infrastructure Operating Fund

9000 2012 - 2016

Biomechanics of falls and impact-related injuries

Laing, AC CFI – Leader’s Opportunity Fund

30,000 2010 – 2015

Biomechanics of falls and impact-related injuries

Laing, AC

Ontario Research Fund – Research Infrastructure

30,000 2010 – 2015

Biomechanics of falls and impact-related injuries

Laing, AC

Industrial partners in association with CFI and ORF funds indicated above

10,490 2010 - 2015

Biomechanics of falls and impact-related injuries

Robinovitch, SN Scott, V Feldman, F Miram-Khan, K Payandeh, S Chaudhury, H McKay, J Claydon, V Liu-Ambrose, T Leung, A Sixsmith, A Vaughan, R Cripton, P Park, E Arzanpour, S Laing, AC Guy, P Mori, G

CIHR – Team Grant: Strategic Teams in Applied Injury Research

816,798 2010 - 2015

CIHR Team in the Prevention of Fall-Related Injuries in Older Adults through Bioengineering

Laing, AC UW Vice President Academic & Provost Start-Up Funds

15,000 2009 NA

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Curriculum Vitae: 28

Names of Researcher(s)

Agency $ Amount Tenure Short Title

Laing, AC Department of Kinesiology Start-Up Funds

42,700 2009 NA

Oxland, T Tetzlaff, W Laing, AC

BC Network for Aging Research

4,900 2009 The Influence of Advanced Age on Physiologic Structures Influencing Spinal Cord Injuries

Feldman, F Carr, M Singh, S Scott, V Laing, AC Robinovitch, S

Fraser Health Authority - Internal Seed Grant Competition

5,000 2008 Hip protector Compliance in Assisted Living Facilities - A Pilot Study

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Student Supervision: a) As Supervisor

For each of my graduate students, I have indicated (in brackets) the general research area which did/will comprise the main focus of his/her research:

(I) = Impact biomechanics (B) = Balance control, mobility, fall biomechanics (E) = Ergonomics, occupational biomechanics

1. Ph.D. i. Iris Levine – started program in September 2012. (I)

ii. Tyler Weaver – started program in January 2013. (B,E) iii. Emily McIntosh (co-supervising with Dr. Stephen Prentice) – started

program in September 2013. (B)

2. M.Sc. i. Alexander Wright, “Novel compliant flooring systems from head to toes:

Influences of early compensatory balance reactions in retirement-home dwelling adults and on impact dynamics during simulated head impacts”, defended thesis June 14, 2011. (I,B)

ii. Iris Levine, “Factors that influence pelvic stiffness and peak impact force during lateral falls”, defended thesis August 25, 2011. (I)

iii. Jade Chen, “The effects of worker age on lifting: psychophysical estimates of acceptable loads and their link to biomechanics”, defended thesis September 13, 2012. (E)

iv. Christine Ma, “The effects of safety flooring on sit-to-stand and quiet stance balance reactions in retirement home-dwellers”, defended thesis October 19, 2012. (B)

v. Michal Glinka, “The effect of aging on movement characteristics and postural control during stooping and crouching tasks”, defended thesis November 13, 2013. (B)

vi. Shivam Bhan, “Biomechanics of lateral hip impacts: the influence of measurement technique and contact area”, defended thesis February 13, 2014. (I)

vii. Elora Brenneman, “Evaluation of acute biomechanical and neuromuscular effects of prophylactic knee brace use following exercise”, defended thesis February 10, 2014. (I,B)

viii. Meagan Warnica - anticipated degree completion in August 2014. (I) ix. Frederick Goh – started program in September 2014. x. Benoit Lafleur – started program in September 2014.

3. Graduate Independent Studies

Course Student Term KIN 782 – Biomechanical

Basis of Motor Control Tyler Weaver 2013 Fall

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KIN 782 – Topics in Biomechanics

Emily McIntosh 2013 Fall

KIN 782 – Advanced Biomechanics

Tyler Weaver 2013 Winter

KIN 682 - Research Methods: Biomechanics

Meagan Warnica

2013 Winter

KIN 682 – Topics in Biomechanics

Elora Brenneman 2012 Summer

KIN 682 - Research Methods: Biomechanics

Shivam Bhan Michal Glinka

2012 Winter

KIN 682 - Research Methods: Biomechanics

Jade Chen Christine Ma

2011 Spring

KIN 682 - Topics in Biomechanics

Iris Levine 2009 Fall

4. Undergraduate Research Students

Course Student Term KIN 391 – Research

Apprenticeship Steven Pretty Darien Merrick Michael Wulff Daniel Martel Alison Leblanc Amarah Epp-Stobbe Kelly Cobus Fiona Chan Lauren Minty Laura Bowering Meagan Warnica Jade Chen Elora Brenneman Michal Glinka Michael Manella

2014 Spring 2014 Spring 2013 Fall 2013 Winter 2013 Winter 2012 Fall 2011 Spring 2011 Winter 2010 Fall 2010 Spring 2010 Spring 2010 Winter 2010 Winter 2010 Winter 2010 Winter

KIN 472 – Directed Studies

Steven Pretty Frederick Goh Emily Lehan Emily Lehan Daniel Martel Jonathan Park Meagan Warnica Shivam Bhan Ali Saeed

2014 Spring 2014 Winter 2014 Winter 2013 Fall 2013 Fall 2012 Fall 2011 Fall 2011 Spring 2010 Winter

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KIN 431/432 - Research Proposal / Project

Parvaneh Noori Rey Tanubrata Meagan Warnica Kelly Cobus

2013 Fall/2014 Winter 2012 Fall/2013 Winter 2011 Winter/Spring 2011 Fall/2012 Winter

ME 482 – Mechanical Engineering Project

Mena Meleka Aaron Zhou

2011 Winter 2010 Winter

ME 481 – Mechanical Engineering Design Project

Mena Meleka 2010 Spring

KIN 496/498 at Simon Fraser University

Riley Cox 2009 Winter/Spring

NSERC USRA students * indicates co-

Supervisor

Kaitlin Dixon Lauren Minty Jonathan Park Jessica Dyck Betty Cai Kim Cheema* Robyn Vermeulen*

2014 Winter 2012 Spring 2011 Fall 2010 Spring 2009 Spring (UBC) 2007 Fall (SFU) 2005 Spring (SFU)

Co-op Students # indicates student

worked at ICORD facilities

Dallas Bennett# Daniel Martel Moses Aaku Dallas Bennett# Heidi Rooyakkers

Spring 2013 Spring 2013 Winter 2013 Spring 2012 Winter 2012

b) As Committee Member

1. Ph.D. i. Stephen Fisher, “A biomechanical investigation into the link between

simulated job static strength and psychophysical strength: do they share a ‘weakest link’ relationship?”, thesis defense December 2010

ii. Jonathon Singer, “Age-related changes in the control of mediolateral dynamic stability during volitional and perturbation-evoked stepping”, thesis defense March 2, 2012

iii. Diana De Carvalho, “Spine biomechanics of functional flexed postures: ergonomic and clinical insights regarding the effect of posture and movement during prolonged sitting”, thesis proposal April 2011

iv. Andrew Huntley, University of Guelph, Department of Human Health & Nutritional Sciences. Anticipated thesis defense in August 2015.

2. M.Sc. i. Stephanie Freeman, “Can altering hip joint fluid volume and intra-capsular

pressure influence muscle activation patterns? Neuromuscular implications on clinical practice”, thesis defense March 2011

ii. Diane Ikeda, “Provocative testing and subsequent intervention to reduce back pain: a series of case studies”, thesis defense December 2011

iii. Mamiko Noguchi, “Examining changes in intradiscal pressure during intervertebral disc herniation”, thesis defense September 16, 2013

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iv. Benjamin Lee, “Trainability of Core Stiffness: Studies of Core Training Methods on Student and Athletic Populations”, thesis defense October 28, 2013

v. Cameron Moore, “Muscle Quantity and Quality after Chronic Spinal Cord Injury: An investigation of leg muscle cross-sectional area and density after long-term paralysis”, thesis defense May 2, 2014

c) External Examiner

1. Ph.D. i. None

2. M.Sc. i. Bimal Lakhani, Graduate Department of Rehabilitation Science, University

of Toronto, thesis defense December 2009 ii. Justin Chee, Graduate Department of Rehabilitation Science, University of

Toronto, thesis defense March 2011 iii. Stephen Mattuci, Department of Mechanical and Mechatronics Engineering,

University of Waterloo, thesis seminar July 2011 iv. Jeff Barker, Department of Mechanical and Mechatronics Engineering,

University of Waterloo, thesis seminar September 2012 Service: a) Professional

1. Participating Member, ASTM International, 2013-present • Member of Technical Committee F08.52 on Miscellaneous Playing

Surfaces; Official Voting status. • Most directly involved within working group WK38804 entitled ‘New

Specification for Performance of Fitness and Wellness Surfaces in Elder Care Facilities’

2. Member at Large, Executive Committee, Canadian Society for Biomechanics, 2013-2014

3. Co-Chair, 2013 Ontario Biomechanics Conference, March 15-17, Barrie, ON. Registrants included 143 attendees from 15 institutions. Primary responsibilities included finances, registration, venue organization, accommodation organization and allocation for all registrants, and general Chair duties.

4. 17th Biannual Meeting of the Canadian Society for Biomechanics i. General review duties - 22 reviews

ii. Member of Ph.D. Awards Committee – 9 reviews iii. Session chair (2)

5. External Reviewer, NSERC Discovery Grant competition i. 2011 funding competition – 3 reviews (completed in January 2012)

6. External Reviewer, Idea to Innovation competition, Natural Science and Engineering Research Council of Canada

i. 2011 funding competition – 1 review 7. Scientific Committee Member, Centre of Research Expertise for the Prevention of

Musculoskeletal Disorders (CRE-MSD)

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Curriculum Vitae: 33

i. 2014 funding competition – 14 reviews ii. 2013 funding competition – 6 reviews

iii. 2012 funding competition – 21 reviews iv. 2011 funding competition – 17 reviews v. 2010 funding competition – 7 reviews

b) University

1. Member, UW Human Research Ethics Committee, 2011-present 2. Member, Pool of Chairs for Doctoral Thesis Examinations, 2013

c) Faculty

3. Applied Health Sciences Teaching Champions Committee, 2013-2014 4. Applied Health Sciences Undergraduate Studies Committee, 2012-2014 5. Applied Health Sciences Committee on Student Appeals, 2012-2014 6. Applied Health Sciences Alumni Awards Review Committee, 2011, 2012, 2013 7. Applied Health Sciences Representative to Faculty of Engineering Council, 2011 8. Applied Health Sciences Faculty Council Executive Committee, 2010 – 2011 9. Member, Ph.D. in Work and Health Program, 2011-present 10. Member, Ph.D. in Aging, Health and Wellbeing Program, 2011-present

d) Department

1. Member, Kinesiology Undergraduate Committee, 2013 – 2014, 2010 – 2012 2. Co-Leader, Environmental Scan of Undergraduate Curriculum. Involved co-

supervision of a co-op student (Moses Aaku) in the Winter 2013 term 3. Member, Lecturer Job Ad Development and Interview Committees, 2012 4. Member, Faculty Performance Review Committee, 2011, 2012 5. Kinesiology Department Council, Library Representative, 2009 – 2011

e) Community: N/A

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Curriculum Vitae: 34

Areas of Teaching Expertise:

• Musculoskeletal biomechanics related to injury • Impact biomechanics; orthopaedic biomechanics • Effects of ageing on balance, falls, and mobility • Occupational biomechanics, ergonomics, psychology of work • Techniques for assessing risk of low back injury

Current Research Interests: a) Impact biomechanics

• Factors that influence the effective stiffness of the pelvis during lateral impact. The goal of this research theme is to test the hypothesis that the elastic properties of the pelvis are influenced by age, gender, anthropometrics, and the time-varying contact area during a lateral impact event. The derived stiffness values will assist in developing more robust models of impact during sideways falls.

• The influence of age, gender, and anthropometrics on the biomechanical

effectiveness of external engineering interventions aimed at reducing tissue trauma. Findings will inform the potential value of tailoring protective products to the anthropometrics of individual users.

• The influence of novel floor and/or wall design on fall-related impact loads. These series of studies are testing the hypotheses that the force attenuative properties of compliant floors: 1) can be predicted from their mechanical properties; and 2) scale similarly for hip fracture risk during sideways falls and TBI-risk during falls with head impact.

• Critical evaluation of elements across testing standards for the biomechanical assessment of cycling helmets.

• The influence of helmet properties, impact velocity, and repeated impacts on the protective capacity of full-faced mountain biking helmets.

• Causes, circumstances, and the role of helmets on head-related cycling injuries in urban settings.

• The role of advanced age on outcomes following spinal cord injuries. The overall goal of this theme is to use a rat model to improve our understanding of the influence of advanced age on the magnitude and distribution of tissue damage sustained during spinal cord injuries. A secondary research objective is to characterize age-related changes in the cervical spine in animals pre-injury to help elucidate the mechanisms underlying any age-related differences observed post-injury.

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Curriculum Vitae: 35

b) Balance control and fall biomechanics • The influences of floor design on balance maintenance, balance recovery, and

mobility. This line of research includes balance maintenance tasks (e.g. quiet stance), postural adjustment to voluntary movements (e.g. rising from a chair), and responses to external perturbations (e.g. simulated trips). Findings will aid in the development of safety floors appropriate for implementation, and provide insights into the physiologic mechanisms by which elderly persons maintain balance in response to changes in floor surface properties.

• The influence of aging on balance control during stooping, squatting, and bending tasks.

• The effects of ankle musculature co-contraction on balance control.

• The cause, circumstance, and biomechanics of falls in older adults. My colleagues in

British Columbia (Dr. Fabio Feldman, Dr. Stephen Robinovitch) have partnered with long-term care facilities capture video footage of falls suffered by seniors (over 800 falls currently obtained). Currently we are working to determine whether the circumstances and biomechanics of falls differ across persons with various health status / disease states.

c) Ergonomics and occupational biomechanics

• The effectiveness of participatory ergonomics approaches to reducing workplace injury risk.

• The influences of worker age on perceptions of acceptable load limits during manual materials handling.

• Characterizing the relationship between biomechanics and psychophysics during occupational tasks.

• Investigation of factors that influence balance control during occupational tasks e.g. worker age, prolonged standing, footwear, anti-fatigue matting.

• Methods for estimating the cumulative impact of interventions aimed at reducing the risk of workplace musculoskeletal disorders.

d) Knee biomechanics and prophylactic knee braces

• The influence of acute and cumulative knee brace exposure on lower limb muscle activation patterns, kinematics, and kinetics.

• Assessments of ACL strain across bracing conditions.

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HILARY BURBANK BERGSIEKER Curriculum Vitae

Department of Psychology University of Waterloo 200 University Avenue West Waterloo, Ontario, Canada N2L 3G1

[email protected] 519-888-4567 ext. 33952 (phone)

519-746-8631 (fax) uwaterloo.ca/diversity-intergroup-relations-lab

ACADEMIC EMPLOYMENT

2012- Assistant Professor, Department of Psychology, University of Waterloo, Waterloo, ON 2005-06 Lab manager, Department of Psychology, Stanford University, Stanford, CA 2004-05 Researcher assistant, Department of Psychology, Stanford University, Stanford, CA 2003-04 Fulbright scholar, Center for Anti-Semitism Research, TU Berlin, Berlin, Germany

EDUCATION

Princeton University, Princeton, NJ Ph.D. in Psychology and Social Policy, June 2012; M.A. in Psychology, November 2008 Advisors: Nicole Shelton and Susan Fiske

Stanford University, Stanford, CA

B.A. with Distinction and Honors in Psychology and German Studies, June 2003 Advisors: Hazel Markus and Claude Steele

PUBLICATIONS

Holoien, D. S., Bergsieker, H. B., Shelton, J. N., & Alegre, J. M. (in press). Do you really understand? Achieving accuracy in interracial relationships? Journal of Personality and Social Psychology.

Murphy, M. C., Richeson, J. A., Shelton, J. N., Rheinschmidt, M. L., & Bergsieker, H. B. (2013). Cognitive costs of contemporary prejudice. Group Processes and Intergroup Relations, 16, 560-571.

Bergsieker, H. B., Leslie, L. M., Constantine, V. S., & Fiske, S. T. (2012). Stereotyping by omission: Eliminate the negative, accentuate the positive. Journal of Personality and Social Psychology, 102, 1214-1238.

Kervyn, N., Bergsieker, H. B., & Fiske, S. T. (2012). The innuendo effect: Hearing the positive but inferring the negative. Journal of Experimental Social Psychology, 48, 77-85.

Bergsieker, H. B., Shelton, J. N., & Richeson, J. A. (2010). To be liked versus respected: Divergent goals in interracial interactions. Journal of Personality and Social Psychology, 99, 248-264.

Bergsieker, H. B. (2010). National pride and prejudice: The case of Germany. In I. P. Karolewski & A. M. Suszycki (Eds.), Multiplicity of nationalism in contemporary Europe (pp. 151-173). Lanham, MD: Lexington Books.

Shelton, J. N., Trail, T. E., West, T. V., & Bergsieker, H. B. (2010). From strangers to friends: The interpersonal process model of intimacy in developing interracial friendships. Journal of Social and Personal Relationships, 27, 71-90.

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Bergsieker CV 2/5

Fiske, S. T., Bergsieker, H. B., Russell, A. M., & Williams, L. (2009). Images of Black Americans: Then, “them” and now, “Obama!” DuBois Review: Social Science Research on Race, 6, 83-101.

Shelton, J. N., Richeson, J. A., & Bergsieker, H. B. (2009). Interracial friendship development and attributional biases. Journal of Social and Personal Relationships, 26, 179-193.

Stephens, N. M., Hamedani, M. G., Markus, H. R., Bergsieker, H. B., & Eloul, L. (2009). Why did they “choose” to stay? Perspectives of Hurricane Katrina observers and survivors. Psychological Science, 20, 878-886.

Townsend, S. S. M., Markus, H. R., & Bergsieker, H. B. (2009). My choice, your categories: The denial of multiracial identities. Journal of Social Issues, 65, 185-204.

Uchida, Y., Townsend, S. S. M, Markus, H. R., & Bergsieker, H. B. (2009). Emotions as within or between people? Lay theory of emotion expression and emotion inference across cultures. Personality and Social Psychology Bulletin, 35, 1427-1439.

Burbank, H. (2003). German national identity: Patriotism and stigma. Stanford Undergraduate Research Journal, 2, 8-12.

CONFERENCE TALKS

Bergsieker, H. B. (2014). Trust in intergroup relationships. Invited talk to be presented at the Groups Preconference of 2014 Annual Meeting of the Society for Experimental Social Psychology in Columbus, OH.

Holoien, D. S., Bergsieker, H. B., Shelton, J. N., & Alegre, J. M. (2014). Desire to affiliate and accuracy in understanding cross-race partners. Talk to be presented at the 2014 Annual Meeting of the Society for Experimental Social Psychology in Columbus, OH.

Bergsieker, H. B., Holoien, D. S., Shelton, J. N., & Alegre, J. A. (2014). Trust and intergroup friendships. Talk presented at the 2014 University of Western Ontario-University of Waterloo Social Psychology Conference in London, ON.

Bergsieker, H. B., Holoien, D. S., Shelton, J. N., & Alegre, J. A. (2014). Trust, closeness, and conflict in intergroup friendships. Data blitz talk presented at the 14th Annual Meeting of the Society for Personality and Social Psychology in Austin, TX. [4.5% acceptance rate]

Bergsieker, H. B., & Shelton, J. N. (2013, September). When do minorities trust whites? Attaining and regaining trust in interracial and same-race friendships. Invited talk presented at the Annual Meeting of the Society for Experimental Social Psychology in Berkeley, CA.

Bergsieker, H. B., & Shelton, J. N. (2013, August). Building, betraying, and buffering trust in interracial and same-race friendships. Talk presented at 121st Annual American Psychological Association Convention in Honolulu, HI.

Bergsieker, H. B. (2013). Trust, liking, and closeness in interracial and same-race friendships. Invited talk presented at the Social-Personality Preconference of the 74th Annual Convention of the Canadian Psychological Association in Quebec City, QC.

Bergsieker, H. B., & Shelton, J. N. (2013). Building, betraying, and buffering trust in interracial and same-race friendships. Talk at 121st Annual APA Convention in Honolulu, HI.

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Bergsieker CV 3/5

Bergsieker, H. B., & Shelton, J. N. (2012). Building, betraying, and buffering trust: Asymmetries in interracial interactions. Talk presented at the Annual SESP Meeting, Austin, TX.

Fiske, S. T., Bergsieker, H. B., Holoien, D. S., Kervyn, N., & Leslie, L. M. (2012). Power of positive speaking: Stereotyping by omission, innuendo, and on-demand. Keynote address at the EASP Small Group Meeting on Control Experience, Power, and Intergroup Relations, Kazimierz Dolny, Poland.

Bergsieker, H. B., & Shelton, J. N. (2011). Asymmetries in trust and goals during interethnic interactions. Invited talk presented at the IZA Workshop on Discrimination and Ethnicity in Bonn, Germany.

Bergsieker, H. B., Shelton, J. N., & Richeson, J. A. (2010). To be liked versus respected? Divergent goals in interracial interactions. Talk presented at the GPIR pre-conference for the 11th SPSP Meeting in Las Vegas, NV.

Bonam, C. M., Eberhardt, J. L., & Bergsieker, H. B. (2010). Polluting Black space. Talk presented at the 11th SPSP Meeting in Las Vegas, NV.

Bergsieker, H. B., Fiske, S. T., Russell, A. M., & Williams, L. (2009). Images of Black Americans and Obama: Stereotyping by omission, subtyping, and habituation. Invited talk given at the Black History Month Symposium in Princeton, NJ.

Bergsieker, H. B., Shelton, J. N., & Richeson, J. A. (2008). To be liked versus respected? Divergent goals in interracial interactions. Talk presented at 116th APA Convention in Boston, MA.

Bergsieker, H. B., & Shelton, J. N. (2007). To be liked versus respected? Divergent goals in interracial interactions. Talk presented at the Four College Social Psychology Conference at Yale University in New Haven, CT.

Hamedani, M. G., Stephens, N. M., Bergsieker, H. B., Markus, H. R., & Eloul, L. (2007). Hurricane Katrina: (Mis)understanding behavior. Talk presented at the 8th SPSP Meeting in Memphis, TN.

Bonam, C. M., Eberhardt, J. L., & Bergsieker, H. B. (2006). Race out of place? Bidirectional associations of race and space. Talk presented at 114th APA Convention in New Orleans, LA.

Hamedani, M. H., Stephens, N. M., Bergsieker, H. B., & Markus, H. R. (2006, August). Hurricane Katrina: Race, class, and choice. Talk presented at 114th APA Convention in New Orleans, LA.

Davies, K., Aron, A., Wright, S. C., Eberhardt, J. L., & Bergsieker, H. B. (2006, June). Extended contact and direct contact in ‘real-world’ cross-group settings. Talk presented at the SPSSI biennial convention in Los Angeles, CA.

Burbank, H. (2003, May). Pride, prejudice, and German national identity. Talk presented at the Stanford Undergraduate Psychology Conference in Palo Alto, CA.

INVITED COLLOQUIA

2014 University of Toronto

2014 York University

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Bergsieker CV 4/5

2013 Wilfred Laurier University

2011 University of Kentucky

2011 Loyola University Chicago

2011 University of Waterloo

2011 University of Florida

GRANTS & AWARDS

2009 Basic Psychological Science Research Grant (from APAGS)

2009 Society for the Psychological Study of Social Issues Grant-in-Aid

2007 Society for Personality and Social Psychology Graduate Student Travel Award

2006 National Science Foundation Graduate Research Fellow

2006 Jacob K. Javits Fellow

2003-04 Fulbright Scholar and Fulbright Enterprise Scholar in psychology to Germany

2001 Honors Societies: Phi Beta Kappa, Psi Chi (psychology), Cap & Gown (Stanford women)

1999 President's Scholar Intellectual Exploration Grant for independent honors research

1999 National Merit Scholar

TEACHING EXPERIENCE

Instructor

2013 Multiple Regression (Psych 632), University of Waterloo

2013 Applications of Regression (Psych 846), University of Waterloo

2013 Social Psychology (Psych 253), University of Waterloo

Assistant instructor

2009 Graduate Statistics, Instructor: Andy Conway, Princeton University

2009 Undergraduate Statistics, Instructor: Andy Conway, Princeton University

2006 Mind, Culture, & Society Junior Seminar, Instructor: Hazel Markus, Stanford University

2005 Mind, Culture, & Society Senior Seminar, Instructor: Hazel Markus, Stanford University

SPECIALIZED TRAINING

2009 Summer Institute in Social Psychology. Instructors: Eliot Smith & Ernestine Gordijn

2008 Labor Economics Boot Camp. Instructor: Dan Devroye

2007 Datic workshop: Dyadic data analysis. Instructors: Dave Kenny & Tessa West

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Bergsieker CV 5/5

REVIEWING (AD HOC)

Asian Journal of Social Psychology

British Journal of Social Psychology

Journal of Experimental Social Psychology

Journal of Personality and Social Psychology

Personality and Social Psychology Bulletin

Self and Identity

Sex Roles

Thinking and Reasoning

PROFESSIONAL MEMBERSHIPS

Association of Psychological Science

Society of Personality and Social Psychology

SERVICE

2014 Member, Department Ethic Review Committee & Human Research Ethics Committee

2014 Reviewer, Graduate Student Travel Awards, Society for Personality and Social Psychology

2013 Faculty representative to committee hiring Research Experience and Ethics Administrator

2013 Student Awards Committee member, Canadian Psychological Association

2007-10 Psychology Paid Experiments Site Coordinator

2007-10 Psychology Department Representative to Graduate Student Government

2008-10 Chair of Graduate Student Government Parking and Transportation Committee

2009 Four-College Social Psychology Conference Coordinator for Princeton

2007-09 Journal Club Coordinator

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Curriculum Vitae ROXANE J. ITIER

Citizenship: (dual) French and Canadian Current address: Department of Psychology The University of Waterloo Phone: 519-888-4567 ext. 32629 200 University Avenue West Fax: 519-746-8631 Waterloo, Ontario e-mail: [email protected] N2L 3G1, Canada Degrees 1998 – Bsc. with Honours - Joseph Fourier University, Grenoble I (one year exchange at McGill

University). 1999 – Msc. (Cognitive Psychology), Paris VIII University / E.P.H.E., Paris, France. 2002 – PhD. (Neuropsychology). CerCo-CNRS laboratory, Paul Sabatier University (Sciences), Toulouse,

France. Dissertation title: Perception et reconnaissance des visages non familiers chez l’adulte et l’enfant: étude neurophysiologique du traitement de la configuration. (Perception and recognition of non-familiar faces in adults and children: neurophysiological study of configural processing) Post-PhD employment (other than Waterloo) 2009 – 2010 Adjunct Scientist - The Hospital for Sick Children, Toronto. 2008 – 2009 Consultant to the Research Institute - The Hospital for Sick Children, Toronto. 2006 – 2008 Research Associate - The Rotman Research Institute, Baycrest Centre, Toronto. 2003 – 2006 Postdoctoral fellow - The Rotman Research Institute – Baycrest Centre, Toronto. Employment at Waterloo January 2009 – present Canada Research Chair holder (Tier 2) – Psychology, U. Waterloo. July 2009 – present Assistant Professor – Psychology, U. Waterloo (probationary, renewed). Note: Maternity Leave from February until June 2012 Grants and Awards

External Grants (application pending)

Itier, R. (PI) Cognitive and Social Neuroscience of Face perception. Canadian Institutes for Health Research (CIHR), Canada Research Chair Program (CRC renewal) (2014-2019), total $500,000.

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Itier, R. (PI) A portable EEG-eye tracking Laboratory. Canada Foundation for Innovation (CFI), John R. Evans Leaders Fund (JELF-CRC) (2014-2019), total $135,795.

Itier, R. (PI) A portable EEG-eye tracking Laboratory. Canada Foundation for Innovation (CFI), Infrastructure Operating Fund (IOF) (2014-2019), total $15,000.

External Grants (held)

Itier, R. (PI) Role of eyes in early neural face processing. Natural Sciences and Engineering Research Council of Canada (NSERC), Discovery Grant (2012-2017), total $135,000.

Itier, R. (PI) I can see it in your eyes – understanding the links between emotions, eye gaze and social skills. Ontario Ministry of Research and Innovation (OMRI), Early Researcher Award (2012-2017), total $150,000.

Itier, R. (PI) & Rovet, J. The role of eyes and gaze in normal and abnormal social cognition development. Canadian Institutes for Health Research (CIHR), National Strategy on Patient Oriented Research (2009-2010), total $100,000.

Itier, R. (PI) Neural basis of social cognition and its development. Canadian Institutes for Health Research (CIHR), Canada Research Chair Program (CRC) (2009-2014), total $500,000.

Itier, R. (PI) An EEG-eye tracking Laboratory. Canada Foundation for Innovation (CFI), John R. Evans Leaders Fund (JELF-CRC) (2009-2014), total $96,394.

Itier, R. (PI) An EEG-eye tracking Laboratory. Canada Foundation for Innovation (CFI), Infrastructure Operating Fund (IOF) (2009-2014), total $14,459.

Itier, R. (PI), Alain, C., McIntosh, A.R. Modulations of the face and eye gaze processing brain networks. Canadian Institutes for Health Research (CIHR), Operating Grant (2008-2011), total $201,000.

Internal Grants (held)

Itier, R. (PI) The role of eyes and gaze in normal and abnormal social cognition development. University of Waterloo Research Initiative Fund (for applying to CIHR, 2010), total $8,000.

Awards and Honours Postdoctoral fellowship - Canadian Institutes for Health Research (CIHR) (2004-2007), total $135,000. Research Award, Jack & Rita Catheral fund (Baycrest, 2004-2005), $1,000. Research Award, Jack & Rita Catheral fund (Baycrest, 2003-2004), $2,000. Scholarship, Fondation pour la Recherche Medicale (Medical Research Foundation (France); 2001-2002), $23,500. Scholarship, Fédération des Aveugles et Handicapés Visuels de France (F.A.F - Federation for Blind and Visual Handicapped of France; 2000-2001), $14,000.

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REFERRED PAPERS (students mentored underlined) My total Citation count = 1733; H-index=17 (source: Scopus) 1. Lassalle, A., Itier, R.J. (in press, 2014). Autistic traits influence attention orienting to happy but not fearful

faces. Social Neuroscience. 2. Nemrodov, D., Anderson, T., Preston, F., Itier, R.J. (2014). Early sensitivity for eyes within faces – a new

neuronal account of holistic and featural processing. Neuroimage, 97C, 81-94. 3. Neath, K., Itier, R.J. (2014). Facial expression discrimination varies with presentation time but not with

fixation on features: a backward masking study using eye tracking. Cognition & Emotion, 28(1):115-131.

4. Lassalle, A., Itier, R.J. (2013). Fearful, surprised, happy and angry facial expressions in gaze oriented attention: behavioural and ERP correlates. Social Neuroscience, 8(6), 583-600

5. Ozen, L.J., Itier, R.J., Preston, F., Fernandes, M.A. (2013). Long term memory changes after mild traumatic brain injury: electrophysiological evidence. Brain injury, 27(11), 1244-1255.

6. Neath, K., Nilsen, E.S., Gittsovich, K., Itier, R.J. (2013). Attention orienting by gaze and facial expressions across development. Emotion, 13(3), 397-408.

7. Kloth, N., Itier, R.J., Schweinberger, S. (2013). Combined effects of inversion and feature removal on the N170 responses elicited by faces and car fronts. Brain and Cognition, 81, 321-328.

8. Nemrodov, D., Itier, R.J. (2012). Is the rapid adaptation paradigm too rapid? Implications for face and object processing. Neuroimage, 61, 812-822.

9. Palanica, A. & Itier, R.J. (2012). Attention capture by direct gaze is robust to context or task demands. Journal of Nonverbal Behaviour, 36, 123-134.

10. Nemrodov, D., Itier, R.J. (2011). The role of eyes in early face processing: a rapid adaptation study of the inversion effect. British Journal of Psychology, 102, 783-798.

11. Bayless, S.J., Glover, M., Taylor, M.J. & Itier, R.J. (2011). Is it in the eyes? Dissociating the role of emotion and perceptual features of emotionally expressive faces in modulating orienting to eye-gaze. Visual Cognition, 19(4), 483-510.

12. Palanica, A. & Itier, R.J. (2011). Searching for a perceived gaze direction using eye tracking. Journal of Vision, 11(2):19, 1-13.

13. Itier, R.J., Van Roon, P. & Alain, C. (2011). Species sensitivity of early face and eye processing. Neuroimage, 54, 705-713.

14. Itier, R.J., Batty, M. Neural bases of eye and gaze processing: the core of social cognition. (2009). Neuroscience and Biobehavioral Reviews. 33(6):843-63.

15. McIntosh, A.R., Kovacevic, N., Itier, R.J. (2008). Increased brain signal variability accompanies lower behavioural variability in development. PLoS Computational Biology, 4(7), e1000106.

16. Itier, R.J., Alain, C. Sedore, K., McIntosh, A.R. (2007). Early face specificity: it’s in the eyes! Journal of Cognitive Neuroscience, 19(11), 1815-1826.

17. Itier, R.J., Alain, C. Kovacevic, N., McIntosh, A.R. (2007). Explicit versus implicit gaze processing assessed by ERPs. Brain Research, 1177, 79-89.

18. Itier, R.J., Villate, C., Ryan, J.D. (2007). Eyes always attract attention but gaze-orienting is task dependent: evidence from eye movement monitoring. Neuropsychologia, 5, 1019-1028.

19. Bentin, S., Taylor, M.J., Rousselet, G.A., Itier, R.J., Caldara, R., Schyns, P.G., Jacques, C., Rossion, B. (2007). Controlling interstimulus perceptual variance does not abolish N170 face sensitivity. Nature Neuroscience, 10(7), 801-802.

20. Itier, R.J., Herdman, A.T., George, N., Cheyne, D. & Taylor, M.J. (2006). Inversion and contrast-reversal effects on early face processing assessed by MEG. Brain Research, 1115, 108-120.

21. Itier, R.J., Latinus, M. & Taylor, M.J. (2006). Face, eye and object early processing: what is the face specificity? Neuroimage, 29(2), 667-676.

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22. Itier, R.J. & Taylor, M.J. (2004). N170 or N1? Spatiotemporal differences between object and face processing using ERPs. Cerebral Cortex, 14, 132-142.

23. Itier, R.J. & Taylor, M.J. (2004). Face recognition memory and configural processing: a developmental ERP study using upright, inverted and contrast-reversed faces. Journal of Cognitive Neuroscience, 16(3), 1-15.

24. Itier, R.J. & Taylor, M.J. (2004). Effects of repetition learning on upright, inverted and contrast-reversed face processing using ERPs. Neuroimage, 21, 1518-1532.

25. Itier, R.J. & Taylor, M.J. (2004). Face inversion and contrast-reversal effects across development: in contrast to the expertise theory. Developmental Science, 7(2), 246-260.

26. Itier, R.J., Taylor, M.J., & Lobaugh, N.J. (2004). Spatiotemporal analysis of event-related potentials to upright, inverted and contrast-reversed faces: effects on encoding and recognition. Psychophysiology, 41(4), 643-653.

27. Itier, R.J. & Taylor, M.J. (2004). Source analysis of the N170 to faces and objects. Neuroreport, 15(8), 1261-1265.

28. Itier, R.J. & Taylor, M.J. (2004). Effects of repetition and configural changes on the development of face recognition processes. Developmental Science, 7(4), 469-487.

29. Taylor, M.J., Batty, M. & Itier, R.J. (2004). The faces of development: a review of early processing over childhood. Journal of Cognitive Neuroscience, 16(8), 1-17.

30. Itier, R.J. & Taylor, M.J. (2002). Inversion and contrast polarity reversal affect both encoding and recognition memory of faces: a repetition study using ERPs. Neuroimage, 15(2), 353-372.

31. Taylor, M.J., Itier, R.J., Allison, T. & Edmonds, G.E. (2001). Direction of gaze effects on early face and eye processing: Eyes-only versus full faces. Cognitive Brain Research- Brain Research, 10, 333-340.

32. Itier, R.J., Provasi, J. & Bloch, H. (2001). Integration of the property of weight into infants’ manipulation. Current Psychology Letters, behaviour, Brain and Cognition, 4, 51-65.

Papers submitted 1. Neath, K., Itier, R.J. (submitted). Effect of attention to eyes on the neural processing of facial expressions.

Psychophysiology. 2. Palanica, A., Itier, R.J. (in revision, invited resubmission). Effects of peripheral eccentricity and head

orientation on gaze discrimination. Visual Cognition.

PUBLISHED BOOK CHAPTERS 1. Itier R.J. (in press). Attention to eyes in face perception. To be published in the Handbook of Attention.

Eds. Kingstone, Fawcett, Risko. MIT Press. 2. 3. Itier, R.J. & Batty, M. 2008. Le traitement des aspects variables des visages: les yeux et le regard (“The

processing of variable aspects of faces: eyes and gaze’’). In Traitement et reconnaissance des visages: du percept à la personne (‘‘Processing and recognition of faces: from percept to person’’). Emmanuel Barbeau, Sven Joubert & Olivier Felician (Eds.). Solal Editions, chapter 11, pp 281-318. ISBN=9782353270576

4. Rousselet, G.A. & Itier, R.J. 2008. Reconnaissance des visages versus reconnaissance des objets. (“Face

recognition versus object recognition’’). In Traitement et reconnaissance des visages : du percept à la personne (‘‘Processing and recognition of faces : from percept to person’’). Emmanuel Barbeau, Sven Joubert & Olivier Felician (Eds.). Solal Editions, chapter 8, pp 209-238. ISBN=9782353270576

5. Batty, M. & Itier, R.J. 2004. Les modifications des potentiels évoqués cognitifs au cours du développement

(Modulations of cognitive ERPs during the course of development). In L’imagerie fonctionnelle électrique (EEG) et magnétique (MEG): ses applications en sciences cognitives (‘Electrical (EEG) and magnetic (MEG)

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functional imaging: its applications in cognitive sciences’). Bernard Renault (Ed). Hermes editions (cognitive sciences collection), Chapter 10, pp 217-234. ISBN=2746208377.

PRESENTATIONS - CONFERENCES Conference talks 1. Anderson, T., Nemrodov, D., Preston, F., & Itier, R.J. (2013). What are you looking at? The necessity

of eye-tracking use in ERP face-research. Vision Science Society Annual conference (abstract in Journal of Vision, 13(9):1114).

2. Itier, R.J. (2010). Spatiotemporal dynamics of the eye processing neural network. Lake Ontario Visionary Establishment (LOVE). Niagara Falls, Canada.

3. Itier, R.J., Dobel, C. (2009). Is there a neural-based eye detector in the human brain? Early face and eye processing brain networks assessed by ERP-MEG co-recording. Symposium “The N170’s special relation with face perception: how, why and where?” Society for Physiological Research (SPR) annual meeting, Berlin, Germany.

4. Itier, R.J. (2006). Configuration versus features: a window on the spatio-temporal network of face processing assessed by ERP and MEG. Symposium on Plasticity of face perception: Psychophysiological correlates of familiarity and expertise, The Society for Physiological Research (SPR) annual meeting, Vancouver, Canada.

5. Taylor, M.J., Itier, R.J., Batty, M. (2005). The correspondence between electrophysiological measures and face processing in children. Society for research in child development (SRCD), Atlanta, USA.

6. Itier, R.J., Fatima Z., Alain, C., Stuss, D.T. & McIntosh, A.R. (2004). Are you looking at me? Effects of attention and head orientation on eye gaze processing. Society for Neuroscience (SFN) conference, San Diego, USA.

7. Itier, R.J., Glaholt, M., Alain, C. & McIntosh, A.R. (2003). Crossmodal facilitation in a cueing task using ERPs. Society for Neuroscience (SFN) conference, New Orleans, USA.

8. Lobaugh, N.J., Itier, R.J., Taylor, M.J. (2002). Spatiotemporal analysis of event related potential data reveals aspects of cognitive processing. International Organisation of Psychophysiology, Montreal, Canada.

9. Itier, R.J. & Taylor, M.J. (2001). Developmental changes in face encoding and recognition: effects of inversion and contrast polarity reversal. Symposium on Development, Evoked Potentials International Conference (EPIC), Paris, France.

10. Taylor, M.J., Itier, R.J. & Severac-Cauquil, A. (2000). Early ERP components indexing face and eye processing. Federation of European Psychophysiology Societies, Amsterdam, The Netherlands.

11. Provasi, J. & Itier, R.J. (2000). Integration of the properties of substance and weight into infants' manipulation. Touch Research Symposium. Pre-Conference Meetings. XII Biennial International Conference on Infant Studies, Brighton, UK.

Conference posters 1. Neath, K., Itier, R.J. The effect of inversion on emotion discrimination varies with fixation on facial

features and presentation time: an eye-tracking study. Submitted to Cognitive Neuroscience Society (CNS) annual conference 2014.

2. Neath, K., Itier, R.J. Impact of task demands and fixation on features on the time course of facial emotion processing. Submitted to Vision Science Society (VSS) annual conference 2014.

3. Itier, R.J., Neath, K. Influence of autistic-like and empathetic traits on early ERPs to emotional faces. Submitted to Vision Science Society (VSS) annual conference 2014.

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4. Neath, K., Itier, R.J. (2013). Which feature is fixated modulates the N170 regardless of facial expression. Journal of Vision, 13(9):169.

5. Lassalle, A., Itier, R.J. (2013). Gaze-oriented attention in fearful and happy facial expressions varies with autistic traits. Journal of Vision, 13(9):844.

6. Palanica, A., Itier, R.J. (2013). Detecting gaze direction in the horizontal and vertical periphery. Journal of Vision, 13(9):403.

7. Neath, K., Nilsen, E.S., Gittovitch, K., Itier, R.J. (2012). Developmental course of attention orienting by gaze and its modulation by facial expressions. Canadian Journal of Experimental Psychology, 66(4): 269.

8. Neath, K., Itier, R.J. (2012). The use of facial features in facial expression recognition. Canadian Journal of Experimental Psychology, 66(4): 285.

9. Palanica, A., Itier, R.J. (2012). Is direct gaze detected better than averted gaze in the periphery? Canadian Journal of Experimental Psychology, 66(4):284.

10. Lassalle, A., Itier, R.J. (2012). Enhancement of ERPs indexing attention to gaze cues for faces expressing negative or ambiguous emotions. Canadian Journal of Experimental Psychology, 66(4): 268.

11. Lassalle, A., Itier, R.J. (2012). Emotional modulation of spatial attention depends on stimulus sequence. Canadian Journal of Experimental Psychology, 66(4): 268.

12. Lassalle, A., Itier, R.J. (2012). Autistic Traits and Impact of Emotion on Spatial Attention to Gaze. 4th International Autism Conference for Parents, Caregivers, Service Providers and Professionals. Stages of Autism: Adolescence and Beyond. Hamilton (ON).

13. Nemrodov, D., Preston, F., Itier, R.J. (2012). The dynamics of configural processing disruption: a combined ERP and eye-tracking study. Canadian Journal of Experimental Psychology, 66(4):284.

14. Nemrodov, D., Anderson, T., Preston, F., Itier, R.J. (2012). Point of gaze modulates the N170 component inversion effect: a combined ERP eye-tracking study. Canadian Journal of Experimental Psychology, 66(4): 292-293.

15. Ozen, L., Fernandes, M., Itier, R.J. (2012). Long-term cognitive consequences of concussion: electrophysiological evidence. Canadian Journal of Experimental Psychology, 66(4): 293.

16. Palanica, A. & Itier, R.J. (2011). Measuring the stare-in-the-crowd effect using eye tracking: effects of task demands. Journal of Vision, 11(11): 1327.

17. Nemrodov, D., Itier, R.J. (2011). Early species sensitivity to face and eye processing: an adaptation study. Journal of Vision, 11(11): 652.

18. Lassalle, A., Itier, R.J. (2011). Event-related potentials associated with the modulation of spatial attention by emotional faces. Journal of Vision, 11(11):600.

19. Brown, T., Itier, R.J., McIntosh, A.R. (2010). Support for the existence of an eye detector within the face processing neural network. Society for Neuroscience (SFN), San Diego.

20. Dobel, C., Wollbrink, A, Itier, R.J. (2010). Localizing face perception in simultaneous MEG and EEG recordings. Biomag, Dubrovnik, Croatia.

21. Masterman, H. Ellard, C., Itier, R.J. (2010). The stare-in-the-crowd effect in the real world: is direct gaze really detected faster than averted gaze? Journal of Vision, 10(7), 1312.

22. Itier, R.J, Ryan, J.D. (2009). The power of eyes: the eye region is explored even when there are no eyes in faces. Journal of Vision, 9(8):381.

23. Itier, R.J., Kovacevic, N., McIntosh, A.R. (2008). Modulations of induced gamma power and synchrony during gaze processing. Human Brain Mapping (HBM), Melbourne, Australia.

24. Kovacevic, N., Itier, R.J., McIntosh, A.R. (2008). Age related changes in face induced gamma oscillations. Organization of Human Brain Mapping (HBM), Melbourne, Australia.

25. Itier, R.J., Brown, T., Villate, C., Ryan, J.D. (2008). Age-related differences in task-modulated gaze processing as

measured by eye movements. Cognitive Neurosciences (CNS), San Francisco, USA.

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26. Bayless S.J., Itier, R.J., Taylor, M.J. (2007). Happiness is not in the eyes: Effects of eye-gaze and emotion on visual attention. Presented at Cognitive Neuroscience Society (CNS), New York, USA.

27. Itier, R.J., McIntosh, A.R. (2007). Network dynamics of face and house perception. Human Brain Mapping (HBM), Chicago, USA.

28. Itier, R.J., Muir, K.A., Alain, C., McIntosh, A.R. (2006). The eyes have it: face inversion and contrast-reversal ERP effects are driven by the eye region of the human face. Human Brain Mapping (HBM), Florence, Italy.

29. Itier, R.J., Muir, K.A., Fatima, Z., Stuss, D.T., McIntosh, A.R. (2005). Gaze-direction processing activates different brain networks depending on the task. Society for Neuroscience (SFN), Washington D.C., USA.

30. Itier, R.J., Muir, K.A., Villate, C., Fatima, Z., Stuss, D.T., Ryan, J.D., McIntosh, A.R. (2005). Eyes always attract attention but gaze-direction processing activates different brain networks depending on the task: fMRI and eye movement evidence. The Rotman Research Institute annual Conference, Toronto.

31. Itier, R.J., Villate, C. & Ryan, J.D. (2005). Influence of eye gaze processing in two face tasks as revealed by eye movement monitoring. Cognitive Neuroscience Society (CNS), New York, USA.

32. Cheyne, D., Itier, R.J., Hamilton. A., Taylor, M.J. (2005). Localization of cortical activity during face perception using event-related synthetic aperture magnetometry. Human Brain Mapping (OHBM), Toronto, Canada.

33. Itier, R.J., Muir, K.A., Fatima, Z., Stuss, D.T., McIntosh, A.R. (2005). Gaze-direction processing activates different brain networks depending on the task. Human Brain Mapping (OHBM), Toronto, Canada.

34. Itier, R.J., Herdman, A.T., Picton, T.W. & Taylor, M.J. (2004). Inversion and contrast-reversal effect on early face processing assessed by MEG. Biomag conference, Boston, USA.

35. Itier, R.J., Latinus, M. & Taylor, M.J. (2003). Effects of inversion, contrast-reversal and their conjunction on face, eye and object processing: an ERP study. Cognitive Neurosciences (CNS), New York, USA.

36. Taylor, M.J., Itier, R.J. & Batty, M. (2003). Development of face recognition – effects of configuration, encoding and emotion. Cognitive Neurosciences (CNS), New York, USA.

37. Itier, R.J. & Taylor, M.J. (2002). Sufficient encoding eliminates performance decrements with inverted and contrast-reversed faces: can ERPs explain why? Cognitive Neurosciences (CNS), San Francisco, USA.

38. Itier, R.J. & Taylor, M.J. (2002). Learning can abolish age differences in face recognition: A developmental ERP study using upright, inverted and contrast-reversed faces. European Conference on Visual Perception (ECVP), Glasgow, UK.

39. Itier, R.J., Lobaugh, N.J. & Taylor, M.J. (2001). The role of configural changes in repetition priming of faces, analysed by PLS. Human Brain Mapping (HBM), Brighton, UK.

40. Itier, R.J. & Taylor, M.J. (2000). Encodage configural des visages : étude par les potentiels évoqués des effets d’inversion et de format négatif. ‘Cerveau et Psychologie’ Seminar, Orléans, France.

41. Itier, R.J. & Provasi, J. (1999). L’intégration des propriétés tactiles dans la manipulation chez le bébé de 8 à 14 mois. "Journée du réseau de Sciences Cognitives d’île-de-France" meeting, Paris, France.

ACTIVITIES AND CONTRIBUTIONS

Presentations as a guest speaker 3. Itier, R.J. (October 2012). Facial expressions and attention orienting by gaze. University of Guelph,

Guelph, Ontario. 4. Itier, R.J. (May 2011). Orienting of attention by gaze and emotions. Rotman Research Institute,

Baycrest Centre, Toronto. 5. Itier, R.J. (October 2009). The role of eyes and configuration in face perception and learning assessed

by eye movement monitoring. University of Jena, Jena, Germany.

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6. Itier, R.J. (November 2007). Early Face and object processing. Special workshop on the N170 component, Jerusalem, Israel.

7. Itier, R.J. (October 2007). Faces and eyes: is there an eye detector in the human brain? Vision center for Research, York University, Toronto.

8. Itier, R.J. (October 2007). Multi-technique approach to gaze processing. Rotman Research Institute, Baycrest Centre, Toronto.

9. Itier, R.J. (June 2007). Implicit and explicit gaze processing: eye tracking, ERP and fMRI approaches. Imaging rounds, the Hospital for Sick Children, Toronto.

10. Itier, R.J. (February 2007). Neural networks underlying implicit and explicit gaze processing. Ebbinghaus talk series, University of Toronto, Toronto.

11. Itier, R.J. (February 2006). The eyes have it! The face inversion and contrast-reversal effects are driven by the eye region. Rotman Research Institute, Baycrest Centre, Toronto.

12. Itier, R.J. (December 2005). Traitement rapide du visage, des yeux et du regard: études électrophysiologiques des bases de la cognition sociale. INSERM colloquium series 2005-2006, Tours, France.

13. Itier, R.J. (December 2005). Face, eye and gaze processing: the eyes have it ! Maastricht University colloquium series 2005-2006, faculty of Psychology, Maastricht, The Netherland.

14. Itier, R.J. (January 2005). Spatiotemporal analyses of face, eye and gaze processing. Brock University colloquium series 2004-2005, St. Catharine, Ontario.

15. Itier, R.J. (August 2004). Face processing and ERPs: a developmental perspective. Vision Science Laboratory, Harvard University, Boston.

16. Itier, R.J. (April 2004). The development of face recognition, an ERP perspective. McMaster University Rounds, Hamilton, Ontario.

17. Itier, R.J. (January 2004). Face processing and ERPs: a developmental perspective. Rotman Research Institute, Baycrest Centre, Toronto.

External Grant reviewer : Ad-hoc reviewer for CFI, NSERC, NSF and the The Israel Science Foundation. Editorial activity April 2011- present: Action Editor for Brain and Cognition. July 2005 – April 2011: Member of the editorial board of Brain and Cognition. Ad-hoc Reviewer for the following 31 journals: (total papers reviewed since 2003: 112) Behavioural and Brain Functions; Biological Psychology; Brain imaging and behaviour; Brain research-Cognitive Brain Research; Brain Topography; Cerebral Cortex; Cortex; Consciousness and Cognition; Developmental Medicine and Child Neurology; Developmental Science; Human Brain Mapping; International Journal of Psychophysiology; Journal of Experimental Psychology (JEP-HPP); Journal of Experimental Child Psychology; Journal of Cognitive Neuroscience; Journal of Neuroscience; Journal of Nonverbal Behaviour; Journal of Vision; Neuroimage; Neuropsychologia; Neuroscience; Perception and Psychophysics; Psychophysiology; Psychonomic bulletin and reviews; Quarterly Journal of Experimental Psychology; Social Cognitive and Affective Neuroscience; Social Neuroscience; Vision Research; Visual Cognition STUDENT SUPERVISION

Undergraduate supervision Major advisor on completed Honours theses

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Academic Year Student name 2013-2014 Carley Marshall 2013-2014 Casey Oliver 2012-2013 Galina Bernaz 2012-2013 Miranda Khemchand 2011-2012 Thomas Anderson 2010-2011 Hannah Mastermann (co-supervised) 2010-2011 Missy Glover 2009-2010 Joseph Choy

Graduate supervision Major advisor/supervisor • postdoctoral supervision Academic Year Student name 2010-2012 Dan Nemrodov • Completed PhD supervision Academic Year Student name 2014 Adam Palanica 2013 Amandine Lassalle • Ongoing PhD supervision Academic Year Student name 2012-present Karly Neath • Completed Masters Academic Year Student name 2011 Adam Palanica 2012 Karly Neath • Ongoing Master supervision Academic Year Student name 2012-2014 Pierre Boucher 2014- Sarah MacCrackin 2014- Karisa Parkington Committee member January 2007 – September 2007: Member of the Research Ethics Board (REB) of Baycrest Hospital. Committee member on completed PhD. thesis Academic Year Student name 2009 Jennifer Heisz (MacMaster U.) – external examiner 2010 Michelle Jarick (U. Waterloo) – internal examiner 2011 Fahad Moqbel Almoqbel (U. Waterloo) – internal-external examiner 2012 Lana Ozen (U. Waterloo) – internal examiner Committee member on completed Master thesis

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Academic Year Student name 2010 Meghan Weissflog (Brock U.) – external examiner 2013 Thalia Semplonius (Brock U.) – external examiner TEACHING ACTIVITY Undergraduate courses: *PSYCH 307 – Human Neuropsychology and Cognitive Neuroscience -PSYCH 261 – Physiology of Behaviour *PSYCH 499 – Honours thesis program Graduate course: *PSYCH 793 – Electrophysiology methodologies in brain research: from basic concepts to lab practice. *PSYCH 677 – Fundamentals of Cognitive Neuroscience *PSYCH 794 – Cognitive Neuroscience of Face perception

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April 27, 2017 Dear Chair, Human Research Ethics Committee, University of Waterloo,

Please accept this letter as an expression of my interest to join the University of Waterloo’s Human Research Ethics Committee (HREC). The text below provides information with regards to my background, research expertise, and interest in becoming an HREC member. I am social scientist trained as a human geographer and engaged scholar. I have held a faculty appointment in the Department of Recreation and Leisure Studies since 2011, and have recently been granted tenure and promotion to Associate Professor as of July 01, 2017. My research analyzes human-nature relationships and advocates social justice and sustainability in contexts of tourism, leisure, and livelihoods. Particular areas of interest and specialty include tourism and Indigenous Peoples, tourism ethics and environmental responsibility, northern landscapes, and outdoor experiential education. My research is informed theoretically by relational perspectives of nature and morality, and draws on diverse qualitative methodologies and principles of community-engaged and participatory research. Since joining the University of Waterloo, I have grounded my research in settings ranging from Arctic communities and protected areas to urban outdoor programs and green spaces.

If approved by Senate Graduate Research Council (SGRC) and Vice-President University Research, I would be willing to serve as an HREC member beginning September 01, 2017 for the minimum three-year term. I have reviewed the HREC terms of reference and understand the requirements of the position as HREC member. Throughout my academic career, I have considered research ethics to be a central and consistent area of interest and concern. This has been most evident in my research with Indigenous communities and in my training of undergraduate and graduate students in using qualitative and participatory methodologies for social justice, social change, and sustainability. Joining the HREC would afford me the opportunity to learn more about research ethics from an institutional environment and process perspective. Moreover, this service appointment would enable me to help ensure best ethical practices are achieved with respect to human research conducted at the University of Waterloo.

In summary, I am very interested in serving as a member of the Human Research Ethics Committee at the University of Waterloo. Please inform me if you require any additional documentation to support my request for serving in this capacity. Sincerely ry4

Bryan S.R. Grimwood, PhD Department of Recreation and Leisure Studies, University of Waterloo Waterloo, ON, Canada N2L 3G1 519-888-4567 ext. 32612, [email protected]

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CURRICULUM VITAE

NAME: Bryan S. R. Grimwood CONTACT: Department of Recreation and Leisure Studies Faculty of Applied Health Sciences

University of Waterloo Waterloo, ON, Canada N2L 3G1 Tel: +1 519 888 4567, ext. 32612 Fax: +1 519 746 6776

Email: [email protected] DEGREES RECEIVED:

Degree Institution Year

Ph.D. (Geography) Carleton University 2007 – 2012*

M.A. (Recreation and Leisure Studies)

Brock University 2002 – 2005

Bachelor of Recreation and Leisure Studies

Brock University 1996 – 2000

*Carleton University Senate officially awarded the Ph.D. degree in February 2012; however, all degree requirements, including dissertation defence, were completed by December 2011. EMPLOYMENT HISTORY:

Date Position Institution

2017 – current Associate Professor Department of Recreation and Leisure Studies, University of Waterloo

2015 – current Cross-Appointed Faculty Member

School of Environment, Resources and Sustainability, University of Waterloo

2012 – 2017 Assistant Professor Department of Recreation and Leisure Studies, University of Waterloo

2012 – 2015 Cross-Appointed Faculty Member

Department of Geography and Environmental Management, University of Waterloo

2011 Lecturer Department of Recreation and Leisure Studies, University of Waterloo

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2005 – 2007 Director of Outdoor Education

Kandalore Outdoor Centre

ACADEMIC AWARDS AND DISTINCTIONS:

Year Award Amount

2014 Outstanding Performance Award, Faculty of Applied Health Sciences, University of Waterloo

$3,643

2013 New Faculty Award, University of Waterloo $5,500

2008-2011 Joseph-Armand Bombardier Canada Graduate Scholarship for Doctoral Students, SSHRC

$ 105,000

2008-2011 Northern Scientific Training Program, Indian and Northern Affairs Canada

$ 10,600

2007-2011 Domestic Tuition Scholarship and Graduate Scholarship, Carleton University

$ 48,000

2011 J.L. Kingston Memorial Scholarship, Carleton University $ 2,035

2011 Torrance Graduate Research Award, Carleton University $ 1,400

2010, 2011 Ina Hutchison Award in Geography, Carleton University $ 2,630

2010 Joseph R. Stone Graduate Scholarship, Tourism Cares/American Society of Travel Agents

$ 2,500

2009 W.B. McDermid Holbein Scholarship, Carleton University $ 1,100

2008, 2010 Neil Huckvale Scholarship, Carleton University $ 8,000

2005 Distinguished Graduate Award, Brock University ---

2002-2004 Ontario Graduate Scholarship $ 30,000

2000-2001 Dean’s Medal, Faculty of Applied Health Sciences, Brock University

---

SCHOLARLY AND PROFESSIONAL ACTIVITIES: Guest Editorship 1. Grimwood, B. S. R., & Caspell, S. (Guest Editors) (2007). Special issue: Backcountry learning.

Pathways: The Ontario Journal of Outdoor Education, 19(3), 1-36.

2. Dunkin, J., & Grimwood, B. S. R. (Guest Editors) (2010). Special issue: Canoeing and outdoor education. Pathways: The Ontario Journal of Outdoor Education, 22(4), 1-36.

3. Grimwood, B. S. R., Cuerrier, A., & Doubleday, N. C. (Guest Editors) (2012). Special issue: Arctic community engagement during 2007-2008 International Polar Year. Polar Geography, 35(3-4), 189-340.

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4. Grimwood, B. S. R., & Caspell, S. (Guest Editors) (2014). Special issue: Pathways for Reflection and Dialogue: Looking Back for Directions Forward. Pathways: The Ontario Journal of Outdoor Education, 27(1), 1-44.

5. Grimwood, B. S. R., & Caton, K. (Guest Editors) (2017). Special issue: Tourism moralities and mobilities. Tourist Studies, 17(1), 3-113.

6. Caton, K., & Grimwood, B. S. R. (Guest Editors) (in progress). Special issue: The disruptive power of caring in tourism education. Journal of Teaching in Travel & Tourism.

7. Berbary, L., Grimwood, B. S. R., Kumm-Schaley, B. (Guest Editors) (in progress). Special issue: Posthumanism and leisure studies: Inclusions, expressions, and criticism. Leisure Sciences.

Conference Session Organizer 1. Grimwood, B. S. R., & Caton, K. (2015). Tourism moralities and mobilities I: Natures-

Cultures-Politics. Paper presentation session at the Association of American Geographers Conference, Chicago, IL (April 21-25, 2015).

2. Grimwood, B. S. R., & Caton, K. (2015). Tourism moralities and mobilities II: Places-Performances-Practices. Paper presentation session at the Association of American Geographers Conference, Chicago, IL (April 21-25, 2015).

3. Grimwood, B. S. R., Caton, K., & Cooke, L. (2017). New moral natures in tourism. Paper presentation session at the Association of American Geographers Conference, Boston, MA (April 05-09, 2017).

Associate Editorship Year Journal Reviews Coordinated

2012 – 2015 Leisure/Loisir 3

2015 – Journal of Ecotourism 3

2016 – Leisure Sciences 5

2016 Sage Open 1 Referee (Journals) Year Journals # Manuscripts

2008 Journal of Ecotourism 1

2009 Environmental Education Research; Ecology and Society 3

2011 Leisure/Loisir; Polar Geography 4

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2012 Geografiska Annaler: Series B Human Geography; Leisure/Loisir; Polar Geography; Tourism Geographies; Journal of Policy Research in Tourism, Leisure, and Events

7

2013 Journal of Policy Research in Tourism, Leisure, and Events; Leisure/Loisir; Environmental Education Research; The Canadian Geographer

5

2014 Prairie Perspective; The Canadian Geographer; Annals of Tourism Research; Tourist Studies

5

2015 Journal of Ecotourism 2

2016 Leisure/Loisir; Arctic; Research in Outdoor Education; Journal of Sustainable Tourism; Journal of Experiential Education; Animals as food: Ethical implications for tourism

6

2017 Journal of Ecotourism; Landscape and Urban Planning; Leisure Sciences; Arctic; Sustainability; Journal of Hospitality, Leisure, Sport, and Tourism Education; Annals of Tourism Research; Tourism Geographies

8

Referee (conference abstracts, research grants, & scholarships) Year Conference/Agency/Program # Reviewed

2013 Research Grant Application, Arctic Observing Network (AON), Program of the National Science Foundation

1

2013 Conference Abstracts, World Environmental Education Congress, Marrakech, Morocco

7

2014 Conference Abstracts, 8th Tourism Education Futures Initiative, University of Guelph

3

2014 William B. Stapp Scholarships, 43rd Annual North American Association for Environmental Education conference, Ottawa, ON

10

2015 Conference abstracts, Critical Tourism Studies VI conference, Opatija, Croatia

2

2015-2016 Conference abstracts/working papers, Critical Tourism Studies North America conference, Huntsville, ON

6

2016 Conference abstracts, 9th Tourism Education Futures Initiative, Thompson Rivers University

6

2016 SSHRC Insight Grant competition 1

2016-2017 Conference abstracts, Critical Tourism Studies VII conference, Palma de Mallorca, Spain

15

Professional Association Memberships

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• Member, The Canadian Association of Geographers • Member, The American Association of Geographers • Member, The Council of Outdoor Educators of Ontario • Member, International Arctic Social Sciences Association • Member, The Water Institute, University of Waterloo • Associated Member, Graduate Faculty, Wilfrid Laurier University

Professional Association Committees Year Title/Role

2012 – 2016 Steering Committee (Young Research Advisor), International Geographical Union Commission on Cold Region Environments

2014 Scientific Committee, 8th Tourism Education Futures Initiative, June 04-07, 2014, University of Guelph

2014 – 2015 Scientific Committee, Critical Tourism Studies VI Conference, June 26-30, 2015, Opatija, Croatia

2014 - 2016 Co-chair, Planning Committee for the 2016 Critical Tourism Studies – North America Conference and Celebration

2016 Scientific Committee, 9th Tourism Education Futures Initiative, June 26-29, 2016, Thompson Rivers University

2016-2017 Planning Committee, Critical Tourism Studies VII Conference, June 25-29, 2017, Palma de Mallorca, Spain

PUBLICATIONS: (*denotes student co-authors) a) Refereed Journals:

1. Grimwood, B. S. R., & Henderson, B. (2009). Inviting conversations: Friluftsliv, relational geographic thinking, and outdoor learning. Norwegian Journal of Friluftsliv, 1-18. Available at: http://norwegianjournaloffriluftsliv.com/index.html (lead researcher and author)

2. Grimwood, B. S. R. (2011). “Thinking outside the gunnels”: Considering natures and the moral terrains of recreational canoe travel. Leisure/Loisir, 35(1), 49-69.

3. Dawson, J., Johnston, M. J., Stewart, E. J., Lemieux, C. J., Lemelin, R. H., Maher, P., & Grimwood, B. S. R. (2011). Ethical considerations of last chance tourism. Journal of Ecotourism, 10(3), 250-265. (co-author of tourism ethics content)

4. Grimwood, B. S. R., Doubleday, N. C., Ljubicic, G. J., Donaldson, S. G., & Blangy, S. (2012). Engaged acclimatization: Towards responsible community-based research in Nunavut. The Canadian Geographer, 56(2), 211-230. (lead researcher and author)

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5. Grimwood, B. S. R., Cuerrier, A, & Doubleday, N. C. (2012). Introduction: Arctic community engagement during the 2007-2008 International Polar Year. Polar Geography, 35(3), 189-193. (lead author and guest editor)

6. Grimwood, B. S. R., & Doubleday, N. C. (2013). From river trails to adaptive co-management: Learning and relating with Inuit inhabitants of the Thelon River, Canada. Indigenous Policy Journal, 23(4), 1-18. Available at: www.indigenouspolicy.org/index.php/ipj/article/view/146 (lead researcher and author)

7. Grimwood, B. S. R., & Doubleday, N. C. (2013). Illuminating traces: Enactments of responsibility in practices of Arctic river tourists and inhabitants. Journal of Ecotourism, 12(2), 53-74. (lead researcher and author)

8. Grimwood, B. S. R., Haberer, A., & *Legault, M. (2015). Guides to sustainable connections? Exploring human-nature relationships among wilderness travel leaders. Journal of Adventure Education and Outdoor Learning, 15(2), 138-151. (co-lead researcher and author)

9. Grimwood, B. S. R. (2015). Advancing tourism’s moral morphology: Relational metaphors for just and sustainable Arctic tourism. Tourist Studies, 15(1), 3-26.

10. Grimwood, B. S. R., *Yudina, O., *Muldoon, M., & *Qiu, J. (2015). Responsibility in tourism: A discursive analysis. Annals of Tourism Research, 50, 22-38. (lead researcher and author)

11. Grimwood, B. S. R., *Arthurs, W., & *Vogel, T. (2015). Photo essays for experiential learning: Towards a critical pedagogy of place in tourism education. Journal of Teaching in Travel and Tourism, 15(4), 362-381. (lead researcher and author)

12. *Miller, M. C., Grimwood, B. S. R., & Arai, S. M. (2015). Ascetic practices for reflexively navigating power, privilege and freedoms in leisure research. Leisure/Loisir, 39(3-4), 383-402. (supervising co-author)

13. *Yudina, O., & Grimwood, B. S. R. (2016). Situating the wildlife spectacle: Ecofeminism, representation, and polar bear tourism. Journal of Sustainable Tourism, 24(5), 715-734. (supervising co-author)

14. *Holmes, A., Grimwood, B. S. R., *King, L., & the Lutsel K’e Dene First Nation. (2016). Creating an indigenized visitor code of ethics: The development of Denesoline self-determination for sustainable tourism. Journal of Sustainable Tourism, 24(8-9), 1177-1193. (supervising co-author)

15. Grimwood, B. S. R. (2016). An ecofeminist narrative of urban nature connection. Leisure Sciences. DOI: 10.1080/01490400.2016.1216812

16. Grimwood, B. S. R., & Caton, K. (2017). Pausing at the intersections of tourism moralities and mobilities: Some neighbourhood history and a traffic report. Tourist Studies, 17(1), 3-

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16. (co-author)

17. *Yudina, O., Grimwood, B. S. R., Berbary, L., & Mair, H. (in press). The gendered natures of polar bear tourism. Tourism Culture and Communication. (supervising co-author)

18. *Gordan, M., *Stevens, Z., & Grimwood, B. S. R. (submitted). Cultivating nature connection: Instructor narratives of urban outdoor education programs. Journal of Experiential Education. (supervising co-author)

b) Refereed Conference Proceedings:

1. Grimwood, B. S. R. (2004). Nature Experiences of Wilderness Recreation Leaders. Proceedings of the 4th Canadian Heritage Rivers Conference, Guelph, ON.

2. *Muldoon, M., *Qiu, J., *Yudina, O., & Grimwood, B. S. R. (2013). A postcolonial reading of responsible nature-based tourism in Sub-Arctic Canada. Proceedings of the International Critical Tourism Studies Conference V, Sarajevo, Bosnia-Herzegovina. ISBN 2053-7468. (20 pages).

3. Grimwood, B. S. R. (2014). Towards a critical pedagogy of place in tourism education. In C. Schott, K. Caton & C. Herzog (Eds.) Proceedings of the Eighth TEFI Conference (TEFI8) ‘Transformational learning: Activism, empowerment and political agency in tourism education’ (pp. 76-77). Guelph, Canada (4-7 June 2014): Tourism Education Futures Initiative.

4. *Vogel, T., *MacKinnon, C., *McComie, P., *Mostolizadeh, A., & Grimwood, B. S. R. (2014). Constructing the rural/urban divide through tourism: Representations and reflections from student experiential learning experiences. In C. Schott, K. Caton & C. Herzog (Eds.) Proceedings of the Eight TEFI Conference (TEFI8) ‘Transformational learning: Activism, empowerment and political agency in tourism education’ (pp. 80-94). Guelph, Canada (4-7 June 2014): Tourism Education Futures Initiative.

5. Grimwood, B. S. R. (2015). Tourism and the promise of incommensurability: A photo essay. In A. M. Munar, T. Pernecky, & T. Vahr (Eds.), Proceedings of the 2nd Tourism Postdisciplinarity Conference – Freedom.Art.Power (pp. 32). Copenhagen: Copenhagen Business School. ISBN: 978-87-998210-1-3.

6. *Leeming, J., & Grimwood, B. S. R. (2016). Addressing cultural vulnerabilities in Arctic tourism: Kindness as third space. Working paper in M. C. Miller, H. Mair, M. Muldoon, B. S. R. Grimwood, K. Caton, & J. Leeming (Eds.). (2016). Tourism and wellness: Travel for the good of us all? Proceedings of the 1st Critical Tourism Studies North America conference. Department of Recreation and Leisure Studies, University of Waterloo. ISBN: 978-0-9783663-5-3.

7. *Miller, M. C., Mair, H., *Muldoon, M., Grimwood, B. S. R., Caton, K., & *Leeming, J. (Eds.). (2016). Tourism and wellness: Travel for the good of us all? Proceedings of the 1st Critical Tourism Studies North America conference. Department of Recreation and Leisure Studies, University of Waterloo. ISBN: 978-0-9783663-5-3.

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c) Books and Book Chapters:

Edited books 1. Grimwood, B. S. R., Caton, K., & Cooke, L. (Eds.) (forthcoming). New moral natures in

tourism. New York, NY: Routledge.

2. Grimwood, B. S. R., Mair, H., Caton, K., & Muldoon, M. (Eds.) (forthcoming). Tourism and wellness: Travel for the good of all? Lanham, MD: Lexington.

Book chapters

1. Grimwood, B. S. R., & Fennell, D. A. (2011). Meditative thinking for polar tourism codes

of ethics. In Grenier, A., & Müller, D. (Eds.), Polar tourism: A tool for regional development (pp. 87-108). Québec, QC: Presses de l’Université du Québec. (lead author)

3. Grimwood, B. S. R. (2012). The social science ontology of environment: Challenges to human exceptionalism. In Holden, A., & Fennell, D. (Eds.), Handbook of tourism and environment (pp. 19-30). New York, NY: Routledge.

4. Dunkin, J., & Grimwood, B. S. R. (2013). Mobile habitations in canoescapes. In Duncan, T., Cohen, S., & Thulemark, M. (Eds.), Lifestyle mobilities and corporealities (pp. 159-175). London, UK: Ashgate. (co-author)

5. Grimwood, B. S. R. (2015). Participatory action research: Democratizing knowledge for social justice and change. In C. W. Johnson & D. Parry (Eds.), Fostering social justice through qualitative inquiry (pp. 217-250). Walnut Creek, CA: Left Coast Press.

6. *Graham, T. M., Glover, T. D., & Grimwood, B. S. R. (2015). The potential of place meanings for negotiating difference among birdwatchers and dog-walkers at a multiple-use urban forest. In Carr, N. (Ed.), Domestic animals and leisure (pp. 127-145). New York, NY: Palgrave. (third co-author)

7. Cooke, L., Grimwood, B. S. R., & Caton, K. (2016). A moral turn for mountain tourism? In H. Richins & J. Hull (Eds.), Mountain tourism: Experiences, communities, environments and sustainable futures (pp. 261-269). Wallingford, UK: CABI. (lead researcher and co-author)

8. Grimwood, B. S. R., *King, L., *Holmes, A., & the Lutsel K’e Dene First Nation. (2017). Decolonizing tourism mobilities?: Planning research within a First Nations community in northern Canada. In J. Rickly, K. Hannam, & M. Mostafanezhad (Eds.), Tourism and leisure mobilities: Politics, work, and play (pp. 232-247). New York, NY: Routledge. (lead researcher and author)

9. *Zhou, T., & Grimwood, B. S. R. (in press). Consuming Shangi-La: Orientalism, tourism, and eating Tibetan savoury pigs. In C. Kline (Eds.), Animals as food: Ethical implications

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for tourism. New York, NY: Routledge.

d) Community, Technical, and Consulting Reports:

1. Laidler, G. J., & Grimwood, B. S. R. (2010). Report on the results of a research-planning workshop in Gjoa Haven: Qanuittumik takuvit? Workshop held from February 17 - 19, 2010 in the Qaggivik building (Gjoa Haven Elder’s centre), Gjoa Haven, Nunavut. Report date: March 22, 2010. Available at: http://www.straightupnorth.ca/Sikuliriji/GH-SummReports.html.

2. Grimwood, B. S. R. (2010). Picturing the Thelon River report for Baker Lake residents and representatives following field research activities, May 04-19, 2010, in Baker Lake, Nunavut. Report date: June 2010. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

3. Grimwood, B. S. R. (2010). Picturing the Thelon River. Nahendeh notes: Canadian Parks and Wilderness Society—NWT Chapter, Summer 2010 (27), p. 5.

4. Grimwood, B. S. R. (2011). Picturing Kangirjuaq (the Thelon): Natures, ethics, and travel within an Arctic riverscape. 2010 research summary for community research participants. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

5. Murray, M.S., Eicken, H., Starkweather, S., Gerlach, S.C., Evengård, B., Gearheard, S., Schlosser, P., Karcher, M., P., McLennan, D., Epstein, H., Bock, N., Juillet, C., Graben, S., Grimwood, B., Labonté, D., Pletnikof, K., Scott, N., Sommerkorn, M., Vardy, M., Vitale, V., Wagner, I., Wandel, J. (2012). Responding to Arctic Environmental Change: Translating Our Growing Understanding into a Research Agenda for Action. International Study of Arctic Change, Stockholm/Fairbanks.

6. Grimwood, B. S. R. (2012). Responding to Arctic environmental change: A report to the Social and Human Sciences working group of the International Arctic Science Committee (IASC) on the International Study of Arctic Change (ISAC) Workshop, January 30 – February 01, 2012, Queen’s University, Kingston, ON.

7. Grimwood, B. S. R. (2012). Research summary – Picturing the Thelon: Natures, Ethics, and Travel within an Arctic riverscape. Final research report for community research participants. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

8. Grimwood, B. S. R. (2014). Results from the research planning workshop in Lutsel K’e, NT: Picturing the Thelon River. Workshop held December 05 – 06, 2013 in the Lutsel K’e Dene First Nation Council Chambers, Lutsel K’e, Northwest Territories. Report date: January 2014. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

9. *Gordon, M., & Grimwood, B. S. R. (2014). Children’s experiences of learning, nature connection and community through P.I.N.E. Project programs. Photograph book for

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community research representatives and participants. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/stories-resilience

10. Grimwood, B. S. R., *King, L., *Holmes, A., & Ljubicic, G. J. (2014). Picturing the Thelon River: Report on spring 2014 research activities in Lutsel K'e, NT. Report date: September 22, 2014. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

11. *Holmes, A., & Grimwood, B. S. R. (2015). ‘This sacred land is our home. Respectful visitors welcome’: An indigenized code of conduct for visitors to the traditional lands of the Lutsel K’e Dene First Nation – Report on master’s thesis research associated with the project Picturing the Thelon River: Restor(y)ing Denesoline relations en route to the headwaters. Report date: December 2015. Forthcoming at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

12. Grimwood, B. S. R., & Baldassarra, C. (2016). Picturing the Thelon River: Research report on Murky Land land camp. Report date: September 2016. Available at: https://uwaterloo.ca/nature-leisure-community-research-group/projects/picturing-thelon-river

e) Other Publications:

1. Grimwood, B. S. R. (2003). Environmental responsibility: Is it really a benefit of participating in wilderness recreation? Pathways: The Ontario Journal of Outdoor Education, 15(4), 9-12.

2. Grimwood, B. S. R. (2005). Considering recreation: A supportive cheer. Pathways: The Ontario Journal of Outdoor Education, 18(1), 17-20.

3. Grimwood, B. S. R. (2005). Reconnecting with nature: Highlights from the experiences of wilderness recreation leaders. Pathways: The Ontario Journal of Outdoor Education, 17(3), 4-10.

4. Ip, M., Grimwood, B. S. R., Kushwaha, A., Doubleday, N. C., & Donaldson, S. G. (2008). Photos and Plants Through Time: Monitoring Environmental Change in the Canadian Arctic with Implications for Outdoor Education. Pathways: The Ontario Journal of Outdoor Education, 21(1), 14-18.

5. Grimwood, B. S. R. (2008). In the thick of it: The nature experiences of wilderness canoe trip leaders. Gatherings: Journal of the International Community of Ecopsychology. Available at: http://www.ecopsychology.org/journal/ezine/gatherings.html

6. Grimwood, B. S. R. (2009). Book review of A. M. Johnston (2007) Is the sacred for sale?

Tourism and Indigenous Peoples. Journal of Ecotourism, 8(2), p. 217-220. (invited)

7. Grimwood, B. S. R. (2012). Book review of S. Williams (2009) Tourism geography: A new synthesis. The Canadian Geographer, 56(1), p. 148-150.

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8. Grimwood, B. S. R. (2012). Book review of R. E. Manning (2011) Studies in outdoor recreation: Search and research for satisfaction. Leisure/Loisir, 36(1), p. 99-101. (invited)

9. Grimwood, B. S. R. (2012). Book review of P. Maher, E. Stewart, & M. Lück (2010) Polar tourism: Human, environmental and governance dimensions. Arctic, 65(3), p. 351-352.

10. Grimwood, B. S. R. (2013). Book review of S. Wall (2009) The nurture of nature: Childhood, antimodernism, and Ontario summer camps, 1920-55. University of Toronto Quarterly, “Letters in Canada 2011”, 82(3), 559-561. (invited)

11. Grimwood, B. S. R. (2014). Arctic riverscape research on-the-move. Splashpad, 4(3), 4. The Water Institute, University of Waterloo. (invited)

12. Grimwood, B. S. R. (2015). “Fleshing out” morality in tourism: A review of M. Mostafanezhad & K. Hannam (2014) Moral encounters in tourism. Tourism Geographies, 17(3), 500-502.

13. *Legault, M. K., *Gordon, M., & Grimwood, B. S. R. (2015). Narratives of communal and contested natures. Pathways: The Ontario Journal of Outdoor Education, 27(2), 15-19.

14. Grimwood, B. S. R. (2015). Adaptive co-management. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 9). Wallingford, UK: CABI.

15. Grimwood, B. S. R. (2015). Co-management. In C. Cater & B. Garrod (Eds.), The encyclopaedia of sustainable tourism (pp. 80). Wallingford, UK: CABI.

16. Grimwood, B. S. R. (2015). Colonialism. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 86-87). Wallingford, UK: CABI.

17. Grimwood, B. S. R. (2015). Environmental ethics. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 179-180). Wallingford, UK: CABI.

18. Grimwood, B. S. R. (2015). Experiential education. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 207-208). Wallingford, UK: CABI.

19. Grimwood, B. S. R. (2015). Moral geography. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 334). Wallingford, UK: CABI.

20. Grimwood, B. S. R. (2015). Nature. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 346-347). Wallingford, UK: CABI.

21. Grimwood, B. S. R. (2015). Polar tourism. In C. Cater, B. Garrod, & T. Low (Eds.), The

encyclopaedia of sustainable tourism (pp. 380). Wallingford, UK: CABI.

22. Grimwood, B. S. R. (2015). Responsible tourism. In C. Cater, B. Garrod, & T. Low (Eds.), The encyclopaedia of sustainable tourism (pp. 420-422). Wallingford, UK: CABI.

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23. Grimwood, B. S. R. (2016). Thelon Wildlife Sanctuary case study. In P. Dearden & R. Rollins (Eds.), Parks and protected areas in Canada (4th ed., pp. 283). Toronto, ON: Oxford. (invited)

PRESENTATIONS TO SCHOLARLY GROUPS: a) Invited Presentations and Panels

1. Grimwood, B. S. R. (2015). Nature and responsibility in Arctic ecotourism. Invited speaker and panellist at the symposium on Ecotourism: A Partnership with Nature? Canisius College, Buffalo, NY, January 18 – 19, 2015.

2. Grimwood, B. S. R. (2015). Disrupting ‘nature’ and ‘responsibility’ for just and sustainable Arctic tourism. Invited speaker for the Gender and Equity Scholarship Series, University of Waterloo, February 26, 2015.

3. Caton, K., Cooke, L., & Grimwood, B. S. R. (2015). From common sense to common ground: Moral geography in North America’s mountain playground. Keynote presentation at the 57th meeting of the Western Division of the Canadian Association of Geographers, Thompson Rivers University, March 13-14, 2015.

4. Grimwood, B. S. R. (2015). Indigenous livelihoods and nature-based tourism within an Arctic riverscape. Invited speaker for the Water Institute Annual Research Symposium, University of Waterloo, April 30, 2015.

5. Grimwood, B. S. R., Gordon, M., & Stevens, Z. (2015). Creating community in large classes. Invited presentation for the Integrative and Experiential Education Series, Centre of Teaching Excellence, University of Waterloo, October 06, 2015.

6. Fennell, D. A., Garrod, B., Grimwood, B. S. R., Holladay, P., Rickly, J., & Sheppard, V. (2017). Invited panelists for Tourism, Animals, and Ethics Roundtable, Brock University, April 12, 2017.

7. Henhawk, D., Forsyth, J., Giles, A., & Grimwood, B. S. R. (2017). Invited panelists for Canada 150: Leisure and Indigenous-Settler Relationships at Canadian Congress of Leisure Research, University of Waterloo, May 25, 2017.

b) Selected Invited Guest Lectures

1. Grimwood, B. S. R. (2004). The applied side of outdoor recreation. Invited lecture for RECL 2P06 Introduction to Outdoor Recreation, Department of Recreation and Leisure Studies, Brock University. (March 06, 2004).

2. Grimwood, B. S. R. (2009). Developing research and writing skills. Invited lecture for GEOG 3001 Qualitative Research Methods, Department of Geography and Environmental Studies, Carleton University. (November 27, 2009).

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3. Grimwood, B. S. R. (2010). Water and tourism. Invited lecture for ENST 2000 Nature and Environment, Department of Geography and Environmental Studies, Carleton University. (November 06, 2010).

4. Grimwood, B. S. R. (2012). Picturing the Thelon: Stories of (for) relating within (to) an Arctic riverscape. Invited lecture for GG/ES398 Parks and Protected Areas, Department of Geography and Environmental Studies, Wilfrid Laurier University.

5. Grimwood, B. S. R. (2012). Theoretical and epistemological foundations: Or knowing on the go? Invited discussant for REC 700, Doctoral Seminar, RLS, University of Waterloo.

6. Grimwood, B. S. R. (2012). Relational natures and Arctic tourism. Invited lecture TOUR 601, Tourism Lecture Series, GEM/RLS, University of Waterloo.

7. Grimwood, B. S. R. (2013). Geographies of careful (but care-full?) negotiation: Relationality, reflexivity, representation. Invited discussant for REC 700, Doctoral Seminar on Philosophies of Science, RLS, University of Waterloo. (October 17, 2013)

8. Grimwood, B. S. R. (2013). Nature, responsibility, and Arctic tourism. Invited lecture for TOUR 601/GEOG 423, Tourism Lecture Series, GEM/RLS, University of Waterloo. (October 25, 2013)

9. Grimwood, B. S. R. (2013). Aboriginal Peoples and protected area governance. Invited lecture for GG/ES 290, Principles of Resource Management, Wilfrid Laurier University. (November 05, 2013)

10. Grimwood, B. S. R. (2013). An introduction to outdoor recreation. Invited lecture for REC 100, Introduction to the Study of Recreation and Leisure Services, RLS, University of Waterloo. (November 07, 2013)

11. Grimwood, B. S. R. (2014). Reflections on preparing a successful SSHRC Insight Development Grant. AHS Lunch n’ Learn, University of Waterloo. (January 10, 2014).

12. Grimwood, B. S. R. (2015). Traces of postcolonialisms. Invited discussant for REC 700, Doctoral Seminar on Philosophies of Science, University of Waterloo. (November 18, 2015)

c) Self-initiated Conference Presentations

1. Grimwood, B. S. R. (2004). The nature experiences of wilderness recreation leaders. Paper presentation at the 4th Canadian Heritage Rivers Conference, University of Guelph.

2. Grimwood, B. S. R. (2005). The nature experiences of wilderness recreation leaders. Paper

presentation at Creating Ripples: Education, Environment, and Culture a conference hosted by EECOM, COEO, and OSEE, Camp Tawingo, Huntsville, ON.

3. Grimwood, B. S. R. (2007). The bow and drill fire: A tool for creating connectedness.

Workshop presentation at the Council of Outdoor Educators of Ontario Conference, Camp Wanakita, Haliburton, ON.

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4. Grimwood, B. S. R. (2007). Conceptions of nature: Linking geography and outdoor

education. Paper presentation at the conference for the Canadian Association of Geographers, Ontario Division, Laurentian University.

5. Donaldson, S.G., Doubleday, N. C., Vlasova, T., Grimwood, B. S. R., Adlard, B.,

Manning, A., Charette, D., Kushwaha, A., Ip, M., & Van Oostdam, J. (2008). Food and Nutrition research in Nunavut: Implications for public health policy development. Poster presentation at the IPY PPS Arctic Annual Conference, Memorial University.

6. Doubleday, N., Donaldson, S., Charette, D., Grimwood, B. S. R., Manning, A., Pearce, R.,

Adlard, B., Kushwaha, A., & Ip, M. (2008). Impacts of a changing arctic treeline: Photos and plants through time. Poster presentation at the IPY PPS Arctic Annual Conference, Memorial University.

7. Grimwood, B. S. R., & Fennell, D. A. (2008). Nature experiences of wilderness travel

guides: Meditative thinking in research and practice. Poster presentation at the Conference for the Canadian Association of Geographers, Ontario Division, Brock University.

8. Donaldson, S.G., Doubleday, N.C., Vlasova, T., Grimwood, B, S. R., Adlard, B., Manning,

A., Charette, C., Kushwaha, A., Ip, M., & Van Oostdam, J. (2008). Balancing the nutritional benefits and risk of contaminant exposure of country food in the circumpolar region. Paper presentation at the IPY Science Conference, St. Petersburg, Russia.

9. Doubleday, N. C., Donaldson, S. G., Vlasova, T., Kushwaha, A., Ip, M., Charette, D., &

Grimwood, B. S. R. (2008). Human experience of cryospheric change in Nunavut, Canada: Preliminary findings. Poster presentation at the Ninth International Conference on Permafrost (NICOP), Fairbanks, Alaska.

10. Grimwood, B. S. R., & Henderson, B. (2009). Inviting conversations: Friluftsliv, relational

geographic thinking, and outdoor learning. Paper presentation at the Henrik Ibsen: The Birth of “Friluftsliv”: A 150 Year International Dialogue, Conference, Jubilee, Celebration, Trondelag University College, Norway.

11. Grimwood, B. S. R., Doubleday, N. C., Donaldson, S. G., Ip, M., Vlasova, T., Charette, D.,

& Van Oostam, J. (2009). Collaborative community-based workshops in Cape Dorset, NU: Reporting on and extending from an IPY research design. Paper presentation at the conference for the Canadian Association of Geographers, Carleton University.

12. Grimwood, B. S. R. (2009). Cultivating ethical environmental leadership: Prospects from

moral and relational geographies. Paper presentation at the Canadian Jacques Maritain Associate Conference Sustaining Ethical Leadership: An Interdisciplinary Conversation, Carleton University.

13. Grimwood, B. S. R. (2009). Nature(s) and ethics in environmental education and (human)

geography: Reflections on interdisciplinary exchange. Paper presentation at the 5th World Environmental Education Congress, UQAM.

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14. Grimwood, B. S. R. (2009). Exploring nature-culture ethics by canoe: Relational thinking, morality and nature-based travel in Canada’s cultural geography. Paper presentation at the Ontario Research Council on Leisure Symposium, University of Ottawa.

15. Donaldson, S. G., Adlard, B., Charette, D., Doubleday, N.C., Grimwood, B. S. R., Ip, M.,

Leech, T., Nolasco da Silva, C., Van Oostdam, Jay. (2009). The importance of a community-based approach to health research in the Arctic: A case study from Nunavut. Paper presentation at the American Association of Geographers Conference, Las Vegas

16. Ip, M., Donaldson, S. G., Doubleday, N. C., Haines, D., Charette, D., Nancarrow, T.,

Grimwood, B. S. R., Manning, A., Leech, T., Adlard, B., & Van Oostdam, J. (2010). A comparative analysis of the gender specific determinants of diet choice in three communities in Nunavut, Canada. Paper presentation at the ArcticNet Annual Scientific Meeting, Ottawa, ON.

17. Grimwood, B. S. R., Doubleday, N. C., Donaldson, S. G., Charette, D., Consaul, L., Ip, M.,

& Ross, F. (2010). Mobilizing knowledge and capacity: Education and outreach activities of “Photographs and Plants Through Time”. Poster presentation at Understanding Circumpolar Ecosystems in a Changing World: Outcomes of the International Polar Year, University of Alberta.

18. Grimwood, B. S. R. (2010). Picturing the Thelon River: A research workshop. Workshop

presentation at the conference for the Council of Outdoor Educators of Ontario, Kinark Outdoor Centre, Haliburton, Ontario.

19. Grimwood, B. S. R., Doubleday, N. C., & Donaldson, S. G. (2010). Engaged

Acclimatization: Research(ing) Responsibility in an Arctic Riverscape. Paper presentation at the Conference for the Canadian Association of Geographers, University of Regina.

20. Doubleday, N. C., Donaldson, S. G., Ip, M., Grimwood, B. S. R., Charette, D., & Van

Oostdam, J. (2010). Photos and plants through time and food choice research: Collaborative community research. Paper presentation at the IPY Conference, Oslo, Norway.

21. Ip, M., Consaul, L., Doubleday, N. C., Donaldson, S. G., Grimwood, B. S. R., Harper, K.,

Hermanutz, L., Johnstone, J., Ross, F., Van Oostdam, J. (2011). IPY legacy: Case studies of endogenous initiatives arising from research collaborations. Paper presentation at the International Arctic Social Sciences Association Conference, Akureyri, Iceland.

22. Grimwood, B. S. R., & Doubleday, N. C. (2011). Tracks and traces: Natures, travel, and

practices of responsibility within an Arctic Riverscape. Paper presentation at the Association of American Geographers Conference, Seattle, WA.

23. Grimwood, B. S. R., & Doubleday, N. C. (2011). Picturing the Thelon River: Geographies

of nature and responsibility within an Arctic Riverscape. Paper presentation at the Ottawa-Carleton Student Northern Research Symposium, Carleton University.

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24. Murray, M., Eicken, H., Bock, N., Epstein, H., Evengård, B., Gearheard, S., Gerlach, C., Graben, S., Grimwood, B., Juillet, C., Karcher, M., Labonte, D., McLennan, D., Pletnikoff, K., Schlosser, P., Scott, N., Sommercorn, M., Starkweather, S., Vardy, M., Vitale, V., Wagner, I., & Wandel, J. (2012). Science for society in the Arctic and beyond: Responding to Arctic environmental change. Poster 2089, Session 2C Governance Across Scales: Earth Stewardship. Planet Under Pressure 2012: New Knowledge Towards Solutions. March 26-29, London.

25. Grimwood, B. S. R., Doubleday, N. C., Donaldson, S. G., & Ip, M. (2012). Mobilizing

Arctic knowledge for capacity and care through community-based, participatory, and visual research methodologies. Poster presentation at the 2012 International Polar Year Conference, Montreal, QC.

26. Doubleday, N. C., Ip, M., Donaldson, S. G., Grimwood, B. S. R., Charette, D., Ekidlak, C.,

Kattuk, E., Kavik, D., & Tookalook, L. M. (2012). Photos and plants through time: Knowledge of the impacts of a changing treeline through community-based research. Paper presentation at the 2012 International Polar Year Conference, Montreal, QC.

27. Grimwood, B. S. R. (2012). Six P’s for enacting relational ethics: Recursive patterns in

community-based participatory research of an Arctic riverscape. Panel presentation at the 2012 Conference for the Canadian Association of Geographers, Wilfred Laurier University.

28. Dunkin, J., & Grimwood, B. S. R. (2012). Mobile habitations of canoescapes. Paper

presentation at the 2012 Conference for the Canadian Association of Geographers, Wilfred Laurier University.

29. *Legault, M., & Grimwood, B. S. R. (2012). Sense of place on hiking trails and implications for management in Southwestern Ontario. Paper presentation at the 2012 Conference for the Canadian Association of Geographers, Ontario Division, University of Toronto – Scarborough.

30. Grimwood, B. S. R. (2013). Nature-culture values in Arctic riverscape tourism and

inhabitation. Paper presentation at the Association of American Geographers Conference (special session on Re-framing Sustainable Tourism), Los Angeles, CA.

31. *Legault, M., & Grimwood, B. S. R. (2013). Sense of place on hiking trails and

implications for management in Southwestern, Ontario, Canada. Paper presentation at the Association of American Geographers Conference, Los Angeles, CA.

32. Grimwood, B. S. R., *Muldoon, M., *Qiu, J., & *Yudina, O. (2013). A postcolonial reading of responsible nature-based tourism in Sub-Arctic Canada. Paper presentation at the International Critical Tourism Studies Conference V, Sarajevo, Bosnia-Herzegovina.

33. Grimwood, B. S. R., *Stafford, T., *Legault, M., & *Gordon, M. (2013). Stories of contested and communal natures. Oral presentation and workshop at the Council of Outdoor Educators of Ontario conference, Glen Bernard Camp, Sundridge, Ontario.

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34. *Gordon, M., Grimwood, B. S. R., *Legault, M., E., & *Grant, E. (2014). Stories for resilience and ‘doing’ environmental learning, community, and nature connection: Preliminary outcomes of collaborative research with the PINE Project. Horwood Conference, Queen’s University, Kingston, ON. January 31 – February 01.

35. *Legault, M. E., Grimwood, B. S. R., & Nepal, S. (2014). Sense of place and volunteer trail management: Towards balancing conservation and use. Northeastern Recreation Research Symposium, Cooperstown, New York. April 06 – 08.

36. *Yudina, O., & Grimwood, B. S. R. (2014). Representations of polar bears in tourism: Exploring power relations through discourse analysis. 8th International Congress of Arctic Social Sciences, UNBC, Prince George, BC. May 22 – 26.

37. Grimwood, B. S. R., *Yudina, O., & Ljubicic, G. J. (2014). A methodological overview of an extended community-based study: Decolonizing research processes and practices. 8th International Congress of Arctic Social Sciences, UNBC, Prince George, BC. May 22-26.

38. Grimwood, B. S. R. (2014). Towards a critical pedagogy of place in tourism education. 8th Tourism Education Futures Initiative Conference, University of Guelph, ON, June 5-7.

39. *Vogel, T., *MacKinnon, C., *McComie, P., *Mostolizadeh, A., & Grimwood, B. S. R. (2014). Constructing the rural/urban divide through tourism: Representations and reflections from student experiences. 8th Tourism Education Futures Initiative Conference, University of Guelph, ON, June 05 – 07.

40. *Holmes, A., Grimwood, B. S. R., *King, L., Enzoe, T., & the Lutsel K’e Dene First Nation (2014). Establishing a code of conduct for visitors to the traditional lands of the Lutsel K’e Dene First Nation. Paper presentation at the 2014 conference for the Canadian Association of Geographers Ontario Division, York University, ON, October 24 – 25.

41. *Grant E. A., Grimwood B. S. R., Mock S. E. (2014). Exploring the relationship between urban natural landscapes and well-being. Paper presentation at the Latornell Conservation Symposium, Barrie, ON, November 18 – 20, 2014.

42. Grimwood, B. S. R. (2015). Resisting and reproducing gendered natures: A feminist narrative of nature connection and urban spaces. Paper presentation at the Association of American Geographers Conference, Chicago, IL, April 21-25, 2015.

43. *Holmes, A. Grimwood, B. S. R., *King, L., Enzoe, T., & the Lutsel K’e Dene First Nation. (2015). An indigenized code of conduct: Mobilizing Denesoline expectations for responsible visitor behaviour on traditional lands. Paper presentation at the Association of American Geographers Conference, Chicago, IL, April 21-25, 2015.

44. Grimwood, B. S. R. (2015). Tourism and the promise of incommensurability: A photo essay. Paper presentation at the 2nd Tourism Postdisciplinarity Conference: Freedom Art Power, Copenhagen, Denmark, June 22-24, 2015.

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45. Grimwood, B. S. R. (2015). Decolonizing methodologies in tourism research? Processes and practices, prospects and tensions. Paper presentation at the Critical Tourism Studies VI Conference, Opatija, Croatia, June 26-30, 2015.

46. Glover, T., Grimwood, B. S. R., & Berbary, L. (2015). Examining tensions and challenges of participatory action research. Paper presentation at the National Parks and Recreation Association research session, Las Vegas, NV, September 15-17, 2015.

47. Grimwood, B. S. R. (2016). Photo essays for experiential learning: Toward a critical pedagogy of place in tourism education. Paper presentation at the 9th Tourism Education Futures Initiative Conference, Thompson Rivers University, Kamloops, BC, June 26-29, 2016.

48. *Taylor, M., & Grimwood, B. S. R. (2016). Animal welfare in tourism: Advancing context-sensitive understandings and analyses. Paper presentation at Critical Tourism Studies North America Conference, Huntsville, ON, August 01 – 05, 2016.

49. *Zhou, T., & Grimwood, B. S. R. (2016). Tourism development, ecological destruction, and reproductions of orientalism in contemporary Tibet. Paper presentation at Critical Tourism Studies North America Conference, Huntsville, ON, August 01 – 05, 2016.

50. *Leeming, J., & Grimwood, B. S. R. (2016). Addressing cultural vulnerabilities in Arctic tourism: Kindness as third space. Paper presentation at Critical Tourism Studies North America Conference, Huntsville, ON, August 01 – 05, 2016.

51. *Yang, X., Grimwood, B. S. R., & Mair, H. (2016). Discourse, power and tourism development policy in Guizhou Province, China. Paper presentation at Critical Tourism Studies North America Conference, Huntsville, ON, August 01 – 05, 2016.

52. Grimwood, B. S. R., Caton, K., & Cooke, L. (2017). New moral natures in tourism: An introduction. Paper presentation at the Association of American Geographers Conference, Boston, MA, April 05-09, 2017.

53. Grimwood, B. S. R., *Yudina, O., Berbary, L., & Mair, H. (accepted). The gendered natures of polar bear tourism. Paper presentation at Canadian Congress of Leisure Research, University of Waterloo, Waterloo, ON, May 23-26, 2017.

54. *Stevens, Z., & Grimwood, B. S. R. (accepted). Outcomes of natural play and learning spaces: A collaborative case study. Paper presentation at Canadian Congress of Leisure Research, University of Waterloo, Waterloo, ON, May 23-26, 2017.

55. Grimwood, B. S. R., & Caton, K. (accepted). Dialoguing morality and mobility in tourism studies. Paper presentation at Critical Tourism Studies VII, Palma de Mallorca, Spain, June 25-29, 2017.

OTHER PRESENTATIONS:

1. Grimwood, B. S. R. (2009). Picturing the Thelon River: Public meeting in Baker Lake, Nunavut. Thomas Tapatai Community Library, Baker Lake, Nunavut. (November 05, 2009).

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2. Grimwood, B. S. R. (2009). Picturing the Thelon River: Research reporting and interpretation workshop in Baker Lake, Nunavut. In partnership with Arctic College, Baker Lake, Nunavut. (October 20, 2009).

3. Laidler, G. J., Grimwood, B. S. R., & Porter, W. (2010). Qanuittumik takuvit? Research planning workshop in Gjoa Haven, Nunavut. In partnership with the Kitikmeot Inuit Association and Gjoa Haven Elder’s Group. (February 17-19, 2010).

4. Grimwood, B. S. R. (2010). Picturing the Thelon River: Research reporting and interpretation workshop in Baker Lake, Nunavut. In partnership with Arctic College, Baker Lake, Nunavut. (November 24, 2010).

5. Grimwood, B. S. R. (2010). Picturing the Thelon River: Research reporting and interpretation workshop in Baker Lake, Nunavut. In partnership with Baker Lake Elder’s Committee. (November 25, 2010).

6. Grimwood, B. S. R. (2011). Picturing the Thelon River: Research reporting and interpretation workshop in Baker Lake, Nunavut. In partnership with Arctic College, Baker Lake, Nunavut. (October 20, 2011).

7. Grimwood, B. S. R. (2012). Picturing the Thelon River: Knowledge exchange and research consultation workshop in Lutsel K’e, Northwest Territories. In partnership with the Lutsel K’e Wildlife, Lands, and Environment Committee. (November 20, 2012).

8. Grimwood, B. S. R., King, L., Holmes, A., & Tollis, M. (2013). Picturing the Thelon River: Research planning workshop in Lutsel K’e, Northwest Territories. In partnership with the Lutsel K’e Wildlife, Lands, and Environment Committee. (December 05-06, 2013).

9. Grimwood, B. S. R. (2015). Picturing the Thelon River: Research reporting and interpretation workshop in Lutsel K’e, Northwest Territories. In partnership with the Lutsel K’e Wildlife, Lands, and Environment Committee. (May 06, 2015).

10. Grimwood, B. S. R. (2015). Picturing the Thelon River: Research reporting workshop at Murky Point Land Camp, Lutsel K’e, Northwest Territories. In partnership with the Lutsel K’e Wildlife, Lands, and Environment Committee. (April 11, 2016).

RESEARCH GRANTS AND CONTRACTS: Researcher(s) Agency Amount Tenure Short Title

Grimwood, B. S. R. (PI)

UW/SSHRC Lois Claxton Humanities and Social Sciences Award

$5,500 2012-2014 Picturing the Thelon River: Dialoguing knowledges and visions of responsibility

Grimwood, B. S. R. (PI)

Council of Outdoor

$1,200 2012-2013 Stories for resilience: Children’s perspectives of nature connection

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Educators of Ontario

Grimwood, B. S. R. (PI)

UW/SSHRC Travel Grant

$1,400 2013 A postcolonial reading of responsible nature-based tourism

Grimwood, B. S. R. (PI), & Ljubicic, G. J.

SSHRC Insight Development Grant

$74,974 2013-2016 Picturing the Thelon River: Restor(y)ing Denesoline relations

Doubleday, N. C., Griffin, N. J., & Grimwood, B. S. R. (Co-I)

SSHRC Insight Grant – 4A ranking*

N/A 2013 application

Commons, Cooperation, Conflict

Doubleday, N. C., Griffin, N. J., & Grimwood, B. S. R. (Co-I)

McMaster University Incentive Grant

$5,000 2014-2015 Commons, Cooperation, Conflict

Anthony, K., Laing, A., Giangregorio, L., Grimwood, B. S. R. (Co-I), Potwarka, L., & Williams, D.

UW Learning Innovation and Teaching Enhancement Grant

$5,000 2015-2016 Identifying barriers and facilitators to innovative teaching in Applied Health Sciences

Doubleday, N. C., Griffin, N. J., & Grimwood, B. S. R. (Co-I)

SSHRC Insight Grant – 4A ranking*

N/A 2014 application

Toward adaptive commons: Prospects for rehabilitation and engagement

Doubleday, N. C., Griffin, N. J., & Grimwood, B. S. R. (Co-I)

McMaster University Incentive Grant

$5,000 2015-2016 Toward adaptive commons: prospects for rehabilitation and engagement

Grimwood, B. S. R. (PI), Caton, K., Mair, H., Kline, C., Boluk, K., Minnaert, L., McGehee, N., & Glover , T.

SSHRC Connection Grant

$24,995 (plus $22,188 in matching

funds)

2016-2017 “Tourism and wellness: Travel for the good of us all?” The inaugural conference of Critical Tourism Studies North America

Grimwood, B. S. R. (PI)

Ontario Early Researcher Award, Ministry of Research and Innovation

$140,000 (plus $50,000 in matching

funds)

2016-2021 Tourism and Indigenous livelihoods in Ontario’s near north.

Caton, K., Dredge, D., Munar, A. M., Daniele, R., Cooke, L., Edelheim, J., &

SSHRC Connection Grant

$24,980 (plus $29,065 in matching

funds)

2016-2017 Tourism Education Futures Initiative 9: Care ethics in tourism

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Grimwood, B. S. R. (Co-I)

Grimwood, B. S. R. (PI)

UW/SSHRC Harding/Claxton Endowment Seed Grant

$5,496 2016-2018 Building relationships for collaborative tourism research with Ontario First Nations

Hanning, R., Yessis, J., Zupki, B., McCarthy, D., & Grimwood, B. S. R. (Co-I)

UW Chronic Disease Prevention Initiative

$10,000 2016-2017 Bringing the voices of youth to “Learning circles: Local healthy food to school”

Boluk, K., Johnson, C. W., Grimwood, B. S. R., & Mair, H.

UW Learning Innovation and Teaching Enhancement Grant (Full)

$30,179.76 2017-2019 Consciously and pedagogically aligning a tourism program: Employing models of experiential education and integrated curriculum to increase faculty and student engagement

Mair, H., Noble, C. J., Lavigne, M-A., Giles, A., Dupuis, S., Grimwood, B. S. R. (Co-I)

SSHRC Connection Grant

$25,000 (plus $40,121 in matching

funds)

2017-2018 CANADA 150: Engaging leisure legacies/Creating leisure legacies

Caton, K., Munar, A. M., Pernecky, T., & Grimwood, B. S. R. (Co-I)

SSHRC Connection Grant

$24,970 2017-2018 Sustaining Critical Tourism Studies

*A 4A ranking means that our application was recommended for funding but not funded. GRADUATE STUDENT SUPERVISION: a) As Supervisor:

Ph.D. totals – Completed: 0

In progress: 2

Masters theses

1. Legault, M. E. (2013). Lived experiences of the trails: Perspectives from three Southwestern Ontario trail organizations. M.E.S. (Tourism Policy and Planning), Department of Geography and Environmental Management, University of Waterloo.

2. Yudina, O. (2014). Representations of polar bears in tourism: Exploring power relations through discourse analysis. M.E.S. (Tourism Policy and Planning), Department of Geography and Environmental Management, University of Waterloo.

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3. Grant, E. (2015). Exploring the impact of diverse urban environments on well-being. M.A., Department of Recreation and Leisure Studies, University of Waterloo.

4. Holmes, A. (2015). ‘This Sacred Land is Our Home. Respectful Visitors Welcome’: An Indigenized code of conduct for visitors to the traditional lands of the Lutsel K’e Dene First Nation. M.A. (Tourism Policy and Planning), Department of Recreation and Leisure Studies, University of Waterloo.

5. Leeming, J. (2016). Addressing cultural vulnerabilities in Arctic tourism: Kindness as ‘third space’. M.A. (Tourism), Department of Recreation and Leisure Studies, University of Waterloo.

Masters totals – Completed: 5 In progress: 4 b) As Committee Member:

Ph.D. totals – Completed: 0 In progress: 7

Masters totals – Completed: 6 In progress: 1 c) External Examiner/Reader

Ph.D. Dissertations

1. Howard, R. A. (2015). The conceptualization and exploration of place allegiance: Towards a unified model of person-place relationships within outdoor recreation. Ph.D. in Applied Health Sciences (Social and Cultural Studies), Brock University.

Ph.D. totals – Completed: 1

Masters theses

1. Ross, F. (2012). Perspectives of northern researchers, residents, and educators on science education and outreach in Yukon, Canada. M.E.S., Dalhousie University.

2. Hewer, M. (2012). Weather and camping in Ontario Parks. M.E.S. (Tourism Policy and Planning), Department of Geography and Environmental Management, University of Waterloo.

3. Miller, M. (2012). Organic volunteering: Exploring understandings and meanings of experience. M.A. (Tourism Policy and Planning), Department of Recreation and Leisure Studies, University of Waterloo.

4. Penney, B. (2014). In the eye of the beholder: Perceptions of ecotourism in Algonquin Provincial Park. M.A. (Public Issues Anthropology), Department of Anthropology, University of Waterloo.

5. Gallant, A. (2016). Understanding the lived experiences of local residents in Muskoka, Ontario: A case study on cottaging. M.A., Department of Recreation and Leisure Studies, University of Waterloo.

Masters totals – Completed: 5

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SERVICE: a) University

Year Title/role

2014 – present Chair, UW President’s Committee for Northern Research

2014 – present UW Representative, Association of Canadian Universities for Northern Studies (ACUNS)

b) Faculty

Year Title/role

2011 – 2013 AHS Representative to Faculty of Environment Faculty Council

2013 – 2016 AHS Teaching ‘Champions’ Committee

2016 – 2017 AHS Representative to Faculty of Environment Faculty Council

2016 – 2017 AHS HeForShe Events Committee (ad hoc)

2016 – 2018 AHS Faculty Graduate Studies Committee

2016 – 2018 AHS Student Appeals Committee c) Department

Year Title/role

2011 – 2012 RLS Undergraduate Committee

2011 – 2012 RLS 2 + 2 Committee (ad hoc)

2012 – 2013 RLS Curriculum Visioning Team (ad hoc)

2012 – 2015 RLS Graduate Committee

2013 – 2014 RLS Library Representative

2013 – 2014 RLS Faculty Advisor to GARLS (Graduate Student) Research Symposium

2015 RLS Undergraduate Committee

2015 – present RLS Funding Committee for Canadian Congress of Leisure Research d) Community

Year Title/role

2008 – 2015 Vice-President, Board of Directors, P.I.N.E. Project

2015 – 2017 Chair, School Council, Suddaby Public School AREAS OF TEACHING EXPERTISE: Tourism studies Outdoor recreation and nature-based tourism

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Qualitative inquiry Outdoor, environmental, and experiential education CURRENT RESEARCH INTERESTS: Human-nature relationships Tourism/leisure and the natural environment Tourism/leisure and Indigenous livelihoods Tourism and environmental ethics Geographies of nature and responsibility Experiential education and outdoor learning Methodologies for social justice and change Arctic riverscapes (Thelon River, Canada)

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May 24, 2017 Statement of Interest re: Human/Clinical Research Ethics Committee - Community Member Position Dear HREC Chair: My primary interest lies in the field of applied research and its tremendous importance in enhancing our quality of life – in Canada and globally. I have a particular interest in the areas of behavioural science, genetics, and health care. My academic background includes a B.Sc. and an MBA. I firmly believe the rigorous application of standards of excellence is crucial to any serious endeavour. The University of Waterloo’s Research faculty embodies excellence in this regard. For this reason I wish to participate as a Community Member on UWaterloo’s Human Research Ethics Committee (HREC).

My study of science sparked a lifelong interest in research and ultimately has led me to a career in business research and market analysis. I bring an Honours B.Sc. (Genetics/Statistics) from the University of Guelph and an MBA (Policy/Marketing) from Wilfrid Laurier University. My interest in the Human Research Ethics Committee is driven by my desire to make a positive contribution in terms of how the research is being understood and received by participants and communicated to the general public. I believe my interests, knowledge, experiences and prior involvement with UWaterloo would allow me to add value in this role. I recently completed a 3+ year term serving on the ACC. This experience has motivated me to explore opportunities on the human side. Previous roles at UWaterloo includes working in Development to implement key fundraising activities in order to fund a new facility, and developing a proposal to enhance international placements for Coop and Career Services. In addition, I bring a 20 year career in the areas of business analysis and market research including designing and executing studies to augment market knowledge and design new business initiatives. In 2007 I expanded my experience and knowledge in the areas of communications and public relations when I joined a rapidly growing technology company and took on leadership of these functional areas. The role required a keen understanding of various stakeholder perspectives (public, investors, partners, key funders etc.) in order to manage sensitive or hot issues and successfully resolve concerns. Finally I’ve worked with private, public and non-profit organizations at all growth stages. In all of these undertakings, my science and research background was critical to success.

In conclusion, I believe my interests, experiences and desire to be involved in research ethics would allow me to add perspective and contribute to the important work of the HREC. Sincerely, Elizabeth Fritz

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Elizabeth Fritz BSc, MBA

PROFESSIONAL PROFILE

I am a performance-focused team player with comprehensive marketing and communications experience and a passion for research excellence in design and practice.

Key strengths:

Marketing and Administration market research, competitive analysis, key measurements monitoring &reporting, benchmarking, proposal development, teaching, coaching, prospect insights & surveys, website design, stewardship strategies, sales forecasting & budgeting, trade show planning/logistics & management

Communications and promotions: marketing collateral, fact sheets, promotions, sales tools, awards submissions, sales campaigns, analyst and media relations, sales presentations and special client events.

SELECTED ACCOMPLISHMENTS

Researched and designed program improvements for complex orgs. Created impactful promotions to get results Developed and led Corporate Communications team (marketing, communications and external relations) for a

technology startup to support explosive growth. (investor base grew eightfold, sales jumped five-fold) Spearheaded multi-partner initiative for new e-commerce service projected to triple profits. Raised over $7 million in funding for new initiatives in finance, technology and education sectors through the

creation of effective prospect targeting, communications and engagement strategies.

PROFESSIONAL EXPERIENCE

PROGRAM ASSISTANT, CCAC/LHIN Waterloo ON 2017-present

EJV CONSULTING, Waterloo ON 2012 - 2016

Working with local organizations provided custom research analysis and communications to enable them to achieve sales and productivity goals. Organizations include Fermtech Ltd., Lumichrom, JWD solar, REEP Green Solutions, and the City of Waterloo.

Director, Corporate Communications, Marketing and Investor Relations ARISE TECHNOLOGIES, Waterloo ON 2007 - 2011

Vertically integrated global technology company serving primary solar markets in Europe and Ontario.

Developed and coordinated organization-wide communication strategies in alignment with the business plan.

Conducted market potential study for rooftop solar which formed the basis for the marketing plan, segmentation analysis, sales campaigns and customer engagement strategies.

Collaborated with partners and service providers. Systemized client listening strategies. Derived insights which led to improved communications and increased client satisfaction.

Drafted, edited and produced Annual Reports, media releases, web content, videos, fact sheets, success stories, client presentations, ads, marketing collateral, media kits, sales proposals, and funding & award submissions.

Analyzed and coordinated internal and external communications; consistently anticipated, updated and responded to issues in accordance with best practices and in compliance with government regulatory requirements.

Project-managed key events including Annual General Meetings, Analyst calls, VIP visits, tradeshows and tours.

Spearheaded cross-functional teams and collaborated with divisional leaders to identify stakeholder needs and preferences. Produced promotions and messaging across multiple mediums including web, social, print and video.

Collaborated with executive team to develop key messages, prepare quarterly call scripts, AGM presentations, media releases and other external communications.

Development Officer (contract position) UNIVERSITY OF WATERLOO, Waterloo, ON 2005–2006

The University increased its development activities to raise funds for a new entrepreneurship centre. (CBET) Raised awareness and funding to support an innovative new entrepreneurship program.

Increased CBET prospect base by 15% and assisted in exceeding fundraising goal by 20%.

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Elizabeth Fritz BSc, MBA PAGE 2 OF 2

PROFESSIONAL EXPERIENCE continued

Marketing Lead – New Ventures (contract position) SYMCOR INC. Toronto, ON 2001–2003 Owned by TD Financial Group, Bank of Montreal, Scotiabank, and Royal Bank, Symcor provides financial data processing and storage banks and other channel partners

Spearheaded pre-commercial market planning for four competing banks to evaluate a new Corporate Cash Management (CCM) service predicted to triple profits.

Secured primary research funds, built consensus, established common objectives, created the RFP, guided the supplier selection process and managed all project deliverables.

Conducted in-depth competitive analysis and developed marketing strategy for Document Archive portfolio to maximize future revenue streams .

Collaborated with internal and external teams to complete major research study (on time and under budget)

EJV CONSULTING, Waterloo, ON 1999– 2001 Provided business research and marketing solutions from the proposal stage through to implementation for startups and early stage organizations. Companies included: Logit, RDM, CAA, and ARISE Technologies.

Associate Director – New Business Opportunities & InfoPro BELL CANADA INC. Toronto, ON 1988–1996 In response to deregulation and unprecedented competition, this telecommunications giant launched a major transformation plan to ‘win back’ customers and strengthen its leadership.

Market research owner for a new product suite. Managed cross-functional teams, monitored KSFs and analyzed market trial results.

Collaborated with internal and external partners to integrate research findings and develop detailed marketing plan. Coordinated the production of marketing collateral and managed pre and post commercial launch.

Worked with sales team to revitalize the Technical Documentation & Training portfolios (pricing/packaging). Exceeded revenue and profit objectives by 36% and 52% respectively.

Managed $15 million inventory investment. Coached and developed a team of eight inventory specialists and staff.

COMMUNITY ACTIVITIES & VOLUNTEER EXPERIENCE

I believe in contributing to community by volunteering in areas that can benefit from my experience and expertise. At the same time, these activities help me continue my own professional development. Here is a small cross-section of such contributions.

University of Waterloo – Animal Care Committee member April 2014-April 2017 Community Research Ethics Office – CREB Board member March 2014- Nov 2016 Habitat for Humanity - Market Researcher 2012 IABC (International Association of Business Communicators) - Board member 2011-2013 YMCA - International Programs volunteer 2006-2007 Communitech – Strategic communications & marketing Peer to Peer group member 2005-present Conestoga College – Communications Instructor 2004 and 2010 City of Waterloo - Affordable Housing & Recreation Committee member 2003 and 2010 KW United Way – Community Investment Committee member 2001-2008

EDUCATION & PROFESSIONAL DEVELOPMENT

MBA, Marketing/Finance Wilfrid Laurier University BSc. Genetics/Statistics University of Guelph Project Management Certificate University of Waterloo

Highly proficient in Microsoft Office, document management programs and website management

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MEMORANDUM  May 29, 2017                  TO:  Alice Raynard, Associate University Secretary, Senate Graduate and Research   Council  FROM:    Heidi Mussar, Assistant Director, Graduate Financial Aid & Awards  RE:   Agenda items for Senate Graduate & Research Council –  June 2017   Items for Approval a) Hira Ahuja Graduate Scholarship 

A scholarship, valued at up to $20,000 will be awarded annually to a full time UW master’s or doctoral student registered in the Faculty of Engineering. Selection will be made on the basis of scholastic excellence (minimum 80% average). Master’s students may receive the award for a maximum of two years and Doctoral students may receive it for a maximum of four years provided they maintain good standing and continue to remain registered full time in their program. Recipients may be permanent residents of Canada or international students who hold a valid Canadian study permit and have graduated from an IIT. Preference will be given to female candidates. The Faculty of Engineering will select a recipient annually in any of the three terms without the need for students to apply for this award.  

 The value of the award will be determined by the income generated by the fund each year and the value of the available matching component. The goal is to provide at least one award valued up to $20,000 annually, comprised of $10,000 from the payout of the endowment (from the trust account for the first year) and a 1:1 match of up to $10,000 provided by the graduate student’s supervisor and drawn from his/her research grants and/or contracts as long as such funding is available. The overall value and/or number of awards may change from year to year.  This scholarship is made possible by a donation from Professor Hira Ahuja.  The total gift to this endowment is $250,000, pledged over the next five years (July 2017 – July 2021), plus $10,000 (already received in Nov 2016) to contribute to a trust fund that will be expendable. 

 b) Ramakrishnan Award – trust 

Awards, valued between $500 ‐ $2,000, will be awarded annually to full time undergraduate or graduate students enrolled in the Department of French Studies in the Faculty of Arts on the basis of academic performance while overcoming a significant personal challenge or crisis. Interested students are to submit an application to the Department of French Studies where selection will be made. This award is made possible by a donation from Madhuri and Sri Ramakrishnan in honour of François Paré for the incredible support and mentorship he gave their son, Vivek, through the completion of his BA, MA and PhD.  The total gift to this award is $10,000, pledged over the next five years (May 2017 – May 2021).    

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c) Exceptional Doctoral Student Scholarship – operating Funding equivalent to the value of a full time TA, RA or GRS is available to doctoral students who are within the time limits of their program in the Faculty of Applied Health Sciences, Arts, Environment or Science at the University of Waterloo. Eligible students will be automatically nominated based on academic performance and area of research, which must align with the strategic themes established by the University of Waterloo. Preference will be given to students who have received a previous postsecondary degree at a globally‐prominent institution. Funding will be granted as a scholarship, Teaching Assistantship, Research Assistantship, or a Graduate Research Studentship. Students must be of high potential to be considered for scholarships through competitive programs if eligible (e.g., tri‐agency scholarships). Preference will be given for supervisory teams that are comprised of junior (pre‐tenure) and senior faculty members.   This is being funded through a 3‐year pilot with a one‐time commitment of $300K from GSPA funds through operating budget for 2017‐18. Funding for 2018‐19 and 2019‐20 will be supported through the VP, Academic and Provost’s Office with $300K each year. Budget will be transferred to the Faculties to manage.    

Items for Information d) The Norman Esch Entrepreneurial Challenge in Engineering Fund ‐ trust 

Original gift of $20,000 received in 2013 to support the Norman Esch Graduate Student 

Scholarship. Gift was renewed in 2015 to support additional awards for 3 more years (ending 

in 2017) following original criteria. 

The Esch Foundation is pledging an additional $160,000 ending in 2022 to allow for three 

graduate awards to be awarded instead of two beginning in 2018.  

 

e) Briarhurst Travel and Research Award – trust 

The terms of the award, previously amended in May 2014, are being amended again in order to 

expand the eligible student pool by including MA Global Governance students who are obliged 

to drop to part time status during the course of their internship. The award will continue to be 

awarded in alternating years to a student enrolled in Global Governance or Environment and 

Resource Studies. 

 

f) Hira and Kamal Ahuja International Graduate Scholarship – endowment 

The terms of the award, originally approved in June 2010 and then amended in May 2014 are 

again being amended. Under the amended terms, students must have been living in India, with 

preference being given to students who completed their undergraduate degree at Thapar 

University in Punjab. 

 

The selection criteria is being revised based on the following list of preferences in order of 

priority: 

i) International students who hold a valid Canadian study permit and have graduated 

from an Indian Institute of Technology 

ii) Permanent residents of Canada who have graduated from an Indian Institute of 

Technology 

iii) Preference will be given to female candidates 

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g) Hira and Renu Ahuja International Graduate Scholarship – endowment 

The terms of the award, originally approved in May 2014 are being amended. Under the 

amended terms, students must have been living in India, with preference being given to 

students who completed their undergraduate degree at Thapar University in Punjab. 

 

The selection criteria is being revised based on the following list of preferences in order of 

priority: 

iv) International students who hold a valid Canadian study permit and have graduated 

from an Indian Institute of Technology 

v) Permanent residents of Canada who have graduated from an Indian Institute of 

Technology 

vi) Preference will be given to female candidates 

 

h) Lalit Chugh and Hira Ahuja International Graduate Scholarship – endowment 

The terms of the award, originally approved in May 2014 are being amended. Under the 

amended terms, students must have been living in India, with preference being given to 

students who completed their undergraduate degree at Thapar University in Punjab. 

 

The selection criteria is being revised based on the following list of preferences in order of 

priority: 

vii) International students who hold a valid Canadian study permit and have graduated 

from an Indian Institute of Technology 

viii) Permanent residents of Canada who have graduated from an Indian Institute of 

Technology 

ix) Preference will be given to female candidates 

Page 149: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Associate Dean of Arts, Graduate Studies: Linda Warley, PAS 2433, ext. 35379. E-mail: [email protected] Administrative Co-ordinator, Arts Graduate Studies & Research: Rita Cherkewski, PAS 2428, ext. 33637. E-mail: [email protected]

ARTS GRADUATE STUDIES May 11, 2017 TO: Members, Senate Graduate and Research Council

FROM: Rita Cherkewski, Administrative Coordinator, Arts Graduate Studies & Research RE: Graduate Affairs Group Reports March 16th, 2017 The attached Arts Graduate Affairs Group reports were approved by the Arts Faculty Council meeting on May 9th, 2017 and are now being submitted for approval by the Senate Graduate and Research Council on June 12th, 2017.

Rita Cherkewski Attach.

Page 150: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

ARTS FACULTY COUNCIL REPORT TO SENATE GRADUATE AND RESEARCH COUNCIL

CURRICULAR ITEMS for approval [bottom right pagination]

A) Economics: Program Revision for MA in Economics, MA in Economics Coop Program,

MA in Economics, Water, MA in Economics Water, Coop Program, PhD in Applied Economics and PhD in Applied Economics, Water – Changing Graduate Skills Worksop from a milestone to a course [1-18]

B) Economics: New Courses – ECON 600, Mathematics for Economics; ECON 625, Numerical Methods for Economist [19-20]

C) Economics: Milestone Inactivation – Graduate Skills Workshop [21]

Page 151: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 1 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Arts

Program: Master of Arts (MA) in Economics

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists. Is this a major modification to the program? No

Rationale for change(s):

Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics Mathematical economics; as an

equivalent two terms of calculus and one term of linear algebra

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics Mathematical economics; as an

equivalent two terms of calculus and one term of linear algebra

Page 152: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 2 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master’s Research Paper option:

Courses

• Students must complete 7 courses (5 required and 2 elective) in the following sequence:

• Fall term o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course • Students who fail (<60%) a first term required

course (ECON 601, ECON 602, ECON 621)will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop

Graduate Skills Workshop

o A GRE score is not required but is recommended for all international students applying to the program

• Application materials o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master's Research Paper option:

Courses

• Students must complete 8 courses (6 required and 2 elective) in the following sequence:

• Fall term (year 1) • ECON 600 Mathematics for

Economists • ECON 601 Microeconomic Theory I • ECON 606 Research Methodology • ECON 621 Econometrics I • 1 elective course

• Winter term (year 1) • ECON 602 Macroeconomic Theory I • ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

• 1 elective course

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621)will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop

Master’s Research Paper

Page 153: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 3 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• A two week mathematics/statistics review class scheduled the last week of August and the first week of September.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department.

Coursework option:

Courses

• Students must complete 8 courses (5 required and 3 elective) in the following sequence:

• Fall term o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 2 elective courses

• Students are expected to write a paper with a value of at least 30% in at least 1 of their courses.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75%in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop

Graduate Skills Workshop

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department (to be completed in the Spring term of year 1).

Coursework option:

Courses

• Students must complete 9 courses (6 required and 3 elective) in the following sequence:

• Fall term (year 1) • ECON 600 Mathematics for

Economists • ECON 601 Microeconomic Theory I • ECON 606 Research Methodology • ECON 621 Econometrics I • 1 elective course

• Winter term (year 1)

• ECON 602 Macroeconomic Theory

• ECON 622 Applied Microeconometrics I or ECON 623 Applied Macroeconometrics I

• 2 elective courses

• Students are expected to write a paper with a value of at least 30% in at least 1 of their courses.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75%in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop

Page 154: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 4 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• A two week mathematics/statistics review class scheduled the last week of August and the first week of September.

How will students currently registered in the program be impacted by these changes? Students currently in the program will not be affected by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017

Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

Page 155: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 5 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Arts

Program: Master of Arts (MA) in Economics – Co-operative Program

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists.

Is this a major modification to the program? No

Rationale for change(s): Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics-co-operative-program-direct-entry

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics

Page 156: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 6 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Mathematical economics; as an equivalent two terms of calculus and one term of linear algebra

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master’s Research Paper option:

Courses

• Students must complete 8 courses (6 required and 2 elective) in the following sequence:

• Fall term (year 1) o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1) o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

o Winter term (year 2) o ECON 674 Capstone Research Project

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be

Mathematical economics; as an equivalent two terms of calculus and one term of linear algebra

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master's Research Paper option:

Courses

• Students must complete 9 courses (7 required and 2 elective) in the following sequence:

• Fall term (year 1) o ECON 600 Mathematics for

Economists o ECON 601 Microeconomic Theory I o ECON 606 Research Methodology o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1) o ECON 602 Macroeconomic Theory 1 o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

• Winter term (year 2) o ECON 674 Capstone Research Project

• Students who fail (<60%) a first term required

course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students are allowed to take 1 elective outside of the Department of Economics, with the

Page 157: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 7 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop

Graduate Skills Workshop

• A two week mathematics/statistics review class offered the last week of August and the first week of September.

Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department.

Coursework option:

Courses

• Students must complete 9 courses (6 required and 3 elective) in the following sequence:

• Fall term (year 1) o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term (year 2)

o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 2 elective courses

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

o Winter term (year 2)

approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop

Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department (to be completed in the Winter term of year 2).

Coursework option:

Courses

• Students must complete 10 courses (7 required and 3 elective) in the following sequence:

• Fall term (year 1) o ECON 600 Mathematics for

Economists o ECON 601 Microeconomic Theory I o ECON 606 Research Methodology o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1)

o ECON 602 Macroeconomic Theory o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 2 elective courses

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

• Winter term (year 2) o ECON 674 Capstone Research Project

Page 158: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 8 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o ECON 674 Capstone Research Project

• Students are expected to write a paper with a value of at least 30% in at least 1 of their courses.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop Graduate Skills Workshop

• A math/stats review class offered the last week of August and the first week of September.

Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

• Students are expected to write a paper with a value of at least 30% in at least 1 of their courses.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

How will students currently registered in the program be impacted by these changes? Students currently registered will not be impacted by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017

Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

Page 159: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 9 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Arts

Program: Master of Arts (MA) in Economics - Water

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists.

Is this a major modification to the program? No

Rationale for change(s):

Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics-water

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics

Page 160: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 10 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Mathematical economics; as an equivalent two terms of calculus and one term of linear algebra

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements Master’s Research Paper option:

Courses

• Students must complete 7 courses (5 required and 2 elective) in the following sequence:

• Fall term o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course

• Water core courses: o WATER 601 Integrated Water

Management o WATER 602 Integrated Water

Management Project

• The Water core courses are designed to provide fundamental multidisciplinary knowledge and experience to complement the student’s specialist courses and water-related research.

• Either WATER 601 or WATER 602 can be used to replace 1 of the required ECON elective courses.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• In order to graduate, candidates must receive a minimum overall average of 70%.

Mathematical economics; as an equivalent two terms of calculus and one term of linear algebra

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master's Research Paper option:

Courses

• Students must complete 8 courses (6 required and 2 elective) in the following sequence:

• Fall term (year 1)

o ECON 600 Mathematics for Economists

o ECON 601 Microeconomic Theory I o ECON 606 Research Methodology o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1) o ECON 602 Macroeconomic Theory I o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course

• Water core courses: o WATER 601 Integrated Water

Management o WATER 602 Integrated Water

Management Project

• The Water core courses are designed to provide fundamental multidisciplinary knowledge and experience to complement the student’s specialist courses and water-related research.

• Either WATER 601 or WATER 602 can be used to replace 1 of the required ECON elective courses.

Page 161: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 11 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop Graduate Skills Workshop

• A two week mathematics/statistics review class taken in the last week of August and the first week of September.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• In order to graduate, candidates must receive a minimum overall average of 70%.

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department (to be completed in the Spring term of year 1).

How will students currently registered in the program be impacted by these changes?

Students currently registered will not be impacted by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017

Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

Page 162: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 12 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office. Faculty: Arts

Program: Master of Arts (MA) in Economics – Water – Co-operative Program

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists. Is this a major modification to the program? No

Rationale for change(s):

Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics-water-co-operative-program-direct-entry

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics Mathematical economics; as an

equivalent two terms of calculus and one term of linear algebra

Admission requirements

• Minimum requirements o An Honours bachelor's degree (or

equivalent) with a 75% average. o Students must have strong preparation

in economics and in the mathematical tools needed to be successful in the program, including the following university-level courses:

Advanced microeconomics Advanced macroeconomics Advanced econometrics Mathematical economics; as an

equivalent two terms of calculus and one term of linear algebra

Page 163: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 13 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master’s Research Paper option:

Courses

• Students must complete 8 courses (6 required and 2 elective) in the following sequence:

• Fall term (year 1) o ECON 601 Microeconomic Theory I o ECON 602 Macroeconomic Theory I o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1) o ECON 606 Research Methodology o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

o 1 elective course

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

• Winter term (year 2) o ECON 674 Capstone Research Project

• Water core courses: o WATER 601 Integrated Water

Management o WATER 602 Integrated Water

Management Project

• The Water core courses are designed to provide fundamental multidisciplinary knowledge and experience to complement the student’s specialist courses and water-related research.

o A GRE score is not required but is recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s)

• References o Number of references: 2 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements

Master's Research Paper option:

Courses

• Students must complete 9 courses (7 required and 2 elective) in the following sequence:

• Fall term (year 1)

o ECON 600 Mathematics for Economists

o ECON 601 Microeconomic Theory I o ECON 606 Research Methodology o ECON 621 Econometrics I o 1 elective course

• Winter term (year 1) o ECON 602 Macroeconomic Theory I o ECON 622 Applied Microeconometrics

I or ECON 623 Applied Macroeconometrics I

• 1 elective course

• Spring term (year 1) o Co-op placement

• Fall term (year 2) o Co-op placement

• Winter term (year 2) o ECON 674 Capstone Research Project

• Water core courses:

o WATER 601 Integrated Water Management

o WATER 602 Integrated Water Management Project

• The Water core courses are designed to provide fundamental multidisciplinary knowledge and experience to complement the

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Page 14 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• Either WATER 601 or WATER 602 can be used to replace 1 of the required ECON elective courses.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students may take a course in another department, such as Management Sciences, Political Science, School of Accounting and Finance, Statistics, and Environmental Studies. Ordinarily, no more than 1 course may be taken from another department, with the approval of the Graduate Advisor of the Department of Economics, in fulfillment of the degree.

Academic Integrity Workshop Graduate Skills Workshop

• A two week mathematics/statistics review class offered the last week of August and the first week of September.

Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department.

student’s specialist courses and water-related research.

• Either WATER 601 or WATER 602 can be used to replace 1 of the required ECON elective courses.

• Students who fail (<60%) a first term required course (ECON 601, ECON 602, ECON 621) will be required to withdraw from the program.

• Normally, a minimum overall average of 75% in ECON 601, ECON 602, and ECON 621, with no one of these grades falling below 70%, will be required.

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Academic Integrity Workshop Graduate Studies Work Report

• The program involves terms of study alternating with work-terms.

• The program requires the satisfactory completion of an eight-month work term placement and the submission of 1 work report deemed satisfactory by the Department.

Master’s Research Paper

• A 2 course equivalent requiring an in-depth study of a topic approved by the Department (to be completed in the Winter term of year 2).

How will students currently registered in the program be impacted by these changes? Students currently registered will not be impacted by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017

Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Page 15 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Arts

Program: Doctor of Philosophy (PhD) in Applied Economics

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists.

Is this a major modification to the program? No

Rationale for change(s):

Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/doctor-philosophy-phd-applied-economics

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o Master's degree in Economics. o Minimum 80%, first class average in

Master of Arts (MA) Economics degree. o A one-page statement of Academic

Interest. o A GRE score is not required but is

recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s) o Writing sample

Admission requirements

• Minimum requirements o Master's degree in Economics. o Minimum 80%, first class average in

Master of Arts (MA) Economics degree. o A one-page statement of Academic

Interest. o A GRE score is not required but is

recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s) o Writing sample

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Page 16 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• References o Number of references: 3 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements Thesis option:

Courses

• Students must complete 12 courses (7 required and 5 elective).

• The core courses are as follows: o ECON 601 Microeconomic Theory I o ECON 701 Micro II o ECON 602 Macroeconomic Theory I o ECON 702 Macro II o ECON 621 Econometrics I o ECON 721 Econometrics II o ECON 722 Applied Microeconometrics

II or ECON 723 Applied Macroeconometrics II

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

Graduate Skills Workshop

• A two week mathematics/statistics review class offered the last week of August and the first week of September.

• References o Number of references: 3 o Type of references: academic

• English language proficiency (ELP) (if applicable)

Degree requirements Thesis option:

Courses

• Students must complete 13 courses (8 required and 5 elective).

• The core courses are as follows: o ECON 600 Mathematics for

Economists o ECON 601 Microeconomic Theory I o ECON 701 Micro II o ECON 602 Macroeconomic Theory I o ECON 702 Macro II o ECON 621 Econometrics I o ECON 721 Econometrics II o ECON 722 Applied Microeconometrics

II or ECON 723 Applied Macroeconometrics II

• Students are allowed to take 1 elective outside of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

How will students currently registered in the program be impacted by these changes? Students currently registered will not be impacted by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017 Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

Page 167: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Page 17 of 21

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office. Faculty: Arts

Program: Doctor of Philosophy (PhD) in Applied Economics - Water

Program contact name(s): Pat Shaw

Form completed by: Pat Shaw

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version). The Department of Economics is removing the Graduate Skills Workshop milestone and adding a new required course, ECON 600, Mathematics for Economists. Is this a major modification to the program? No

Rationale for change(s):

Making this a course will allow a course description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/doctor-philosophy-phd-applied-economics-water

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

• Minimum requirements o Master's degree in Economics. o Minimum 80%, first class average in

Master of Arts (MA) Economics degree. o A one-page statement of Academic

Interest. o A GRE score is not required but is

recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s) o Writing sample

• References o Number of references: 3

Admission requirements

• Minimum requirements o Master's degree in Economics. o Minimum 80%, first class average in

Master of Arts (MA) Economics degree. o A one-page statement of Academic

Interest. o A GRE score is not required but is

recommended for all international students applying to the program.

• Application materials o Supplementary information form o Transcript(s) o Writing sample

• References o Number of references: 3

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Page 18 of 21

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o Type of references: academic • English language proficiency (ELP) (if

applicable)

Degree requirements Thesis option:

Courses

• Students must complete 12 courses (7 required and 5 elective).

• The core courses are as follows: o ECON 601 Microeconomic Theory I o ECON 701 Micro II o ECON 602 Macroeconomic Theory I o ECON 702 Macro II o ECON 621 Econometrics I o ECON 721 Econometrics II o ECON 722 Applied Microeconometrics

II or ECON 723 Applied Macroeconometrics II

• Water core courses: o WATER 601 Integrated Water

Management o WATER 602 Integrated Water

Management Project • The electives have to be 600, 700, or 800 level

graduate courses. • WATER 601 or WATER 602 can be counted

as 1 of the 5 additional ECON electives required for the PhD degree.

Graduate Skills Workshop

• A two week math/stats review class offered the last week of August and the first week of September.

o Type of references: academic • English language proficiency (ELP) (if

applicable)

Degree requirements Thesis option:

Courses

• Students must complete 13 courses (8 required and 5 elective).

• The core courses are as follows: o ECON 600 Mathematics for

Economists o ECON 601 Microeconomic Theory I o ECON 701 Micro II o ECON 602 Macroeconomic Theory I o ECON 702 Macro II o ECON 621 Econometrics I o ECON 721 Econometrics II o ECON 722 Applied Microeconometrics

II or ECON 723 Applied Macroeconometrics II

• Water core courses: o WATER 601 Integrated Water

Management o WATER 602 Integrated Water

Management Project • Students are allowed to take 1 elective outside

of the Department of Economics, with the approval of the Graduate Advisor. The electives have to be 600, 700, or 800 level graduate courses.

• WATER 601 or WATER 602 can be counted as 1 of the 5 additional ECON electives required for the PhD degree.

How will students currently registered in the program be impacted by these changes? Students currently registered will not be impacted by this change.

Departmental approval date (mm/dd/yy): 03/03/2017

Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 02/24/2017

Faculty approval date (mm/dd/yy): April 10, 2017 Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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19

Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Arts Effective term: Term/Year Fall 2017

Course ☒ New ☒ Revision ☐ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: ECON Course number: 600 Course Title (max. 100 characters incl. spaces): Mathematics for Economists Course Short Title (max. 30 characters incl. spaces): Mathematics for Economists

Grading Basis: CEDIT/NO CREDIT

Course Credit Weight: 0.50

Course Consent Required: ☐ Choose an item.

Course Description: This course is designed to review the basic mathematical background that incoming masters and doctoral students will need for their core economics and econometrics courses.

New course description (for revision only):

Meet Type(s): Lecture Lecture Lecture Primary Meet Type: Lecture Requisites:

Special topics course: Yes ☐ No ☒ Cross-listed: Yes ☐ No ☒ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request: This course will replace the Graduate Skills Workshop milestone. Making this a course will allow a description in the calendar, more efficient processing of course evaluation forms, and eliminate the need for milestone completion forms.

Prepared by: P. Shaw Date: 17-Feb-17

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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20

Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Arts Effective term: Term/Year Fall 2017

Course ☐ New ☒ Revision ☐ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: ECON Course number: 625 Course Title (max. 100 characters incl. spaces): Numerical Methods for Economists Course Short Title (max. 30 characters incl. spaces): Numerical Methods

Grading Basis: NUMERICAL

Course Credit Weight: 0.50

Course Consent Required: ☐ Choose an item.

Course Description: The course covers important topics related to scientific computing through applications in either microeconomics, macroeconomics or econometrics. The topics include: floating point arithmetic, nonlinear equations, optimization, numerical derivatives and numerical integration, differential equations, and simulation of dynamic models.

New course description (for revision only):

Meet Type(s): Lecture Lecture Lecture Primary Meet Type: Lecture Requisites:

Special topics course: Yes ☐ No ☒ Cross-listed: Yes ☐ No ☒ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith: ECON 474 – Numerical Methods for Economists

Rationale for request: This course has been offered repeatedly as a topics graduate course. It will continue to be offered regularly, therefore, we would like to have it officially added it to the calendar.

Prepared by: P. Shaw Date: 17-Feb-17

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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21

Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Arts Effective term: Term/Year Fall 2017

Course ☐ New ☐ Revision ☐ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☒

New milestone title: Choose an item.

GRADUATE SKILLS WORKSHOP – Milestone Inactivation This inactivation of this milestone applies to all six graduate program in Economics. (Applied PhD, Applied PhD – Water, MA, MA Co-op, MA – Water, MA – Water Co-op) For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: Choose an item. Course number Course Title (max. 100 characters incl. spaces): Course Short Title (max. 30 characters incl. spaces):

Grading Basis:

Course Credit Weight:

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

Meet Type(s): Lecture Lecture Lecture Primary Meet Type: Lecture Requisites:

Special topics course: Yes ☐ No ☐ Cross-listed: Yes ☐ No ☐ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

Prepared by: P. Shaw Date: 17-Feb-17

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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M E M O

TO: Alice Reynard

Associate University Secretary

FROM: B. Hellinga, Associate Dean, Graduate Studies

Faculty of Engineering

RE: Senate Graduate and Research Council Meeting

DATE: May 29, 2017

Please place the following motions on the agenda for the next Senate Graduate and Research Council meeting. These motions were approved by Engineering Faculty Council on May 16, 2017.

1. The Department of Management Sciences is requesting approval for the following motion:

a) Change course requirements for MMSc students – Rationale for MMSc changes: minor changes to course requirements and removing previous course exemptions.

b) Change program requirements for MASc students

c) Change the program requirements for PhD students – Rationale for MASc and PhD

changes: the programs will be more research focused. The required core courses include advanced courses in all three research areas in Management Sciences.

d) Course changes 1. Add new courses MSCI 623 (previously MSCI 723) 2. MSCI 630 (previously MSCI 730) 3. MSCI 634 (replacing MSCI 760-topic 32) 4. MSCI 641 (new course) 5. Revise MSCI 603 by adding anti-requisite MSCI 634 6. Inactivate MSCI 723 7. Inactivate MSCI 730

Rationale for Proposed Changes:

Changing numbering system from 700 to 600 level to be consistent with core course numbering in department, replacing a course, adding a new course

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2. The Collaborative Water Program is requesting approval for the following motion:

a) Add a research seminar milestone requirement for all CWP students – Rationale for proposed change: The program committee has agreed that a new academic contribution milestone should be included as a program requirement.

b) Add new program requirements for PhD Water students – Rationale for proposed

change: The program committee has agreed that a new research seminar milestone and academic contribution milestone should be included as a program requirement for PhD Water students who have completed a Masters Water degree at Waterloo.

c) Revise WATER 601 and WATER 602 course descriptions – Rationale for proposed change: The proposed changes reflect the current pedagogy and content of these courses

3. The Department of Electrical and Computer Engineering would like to request approval for

the following motion: a) Add ECE 642 to Circuits and Systems, Silicon Devices and Integrated Circuits, and VLSI’s

core course lists – Rationale for proposed change: new course, not previously offered.

b) Add NE 479-T1 and NE 472 as anti-requisite for ECE 634 – Rationale for proposed change: Course formally called ECE 730-T18 – NE 479-T1 and NE 472 were anti-reqs and held withs which never got carried over in the course renumbering.

c) Remove MSCI 638, 646 and 632 from ECE’s MEng Management Science Diploma elective

course list

d) Add MSCI 718, 623 and 630 to ECE’s MEng Management Science Diploma elective course list – Rationale for proposed changes: MSCI is no longer offering MSCI 638, 646 and 632 and has launched new courses MSCI 718, 623 and 630.

Bruce Hellinga BH: ag

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Page 1 of 3

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Programs:

1) Master of Applied Science (MASc) in Management Sciences 2) Master of Applied Science (MASc) in Management Sciences – Co-operative Program

Program contact name(s): Lisa Hendel and Hossein Abouee Mehrizi (Associate Chair, Graduate Studies)

Form completed by: Lisa Hendel

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

Changing the number of required courses from 5 to 4 and updating the course requirements.

Changing admission minimum grade requirements for the Master’s level programs.

Is this a major modification to the program? No

Rationale for change(s):

The program will be more research focused. The required core courses include advanced courses in all three research areas in Management Sciences Department.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-management-sciences/master-applied-science-masc-management-sciences

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-management-sciences/master-applied-science-masc-management-sciences-co-operative-program

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

Minimum requirements o An Honours Bachelor's degree (or

equivalent) with a minimum 75% standing in the last two years.

o Background in quantitative methods (e.g., Calculus, Linear Algebra, Probability and Statistics).

Admission requirements

Minimum requirements o The Department of Management

Sciences requires either (i) a 75% overall standing in the last two years, or equivalent, in a relevant four-year Honours Bachelor's degree or equivalent; or (ii) a 75% overall

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Page 2 of 3

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o All applicants must submit a "Statement of Purpose" - a one page statement addressing their academic background, area of research interest, proposed research studies.

o Applicants who fall slightly below the minimum academic requirements may be considered for admission as transitional or probationary students.

Application materials o Résumé/Curriculum vitae o Supplementary information form o Transcript(s)

References

o Number of references: 3 o Type of references: if the applicant has

been working for several years, 1 business reference will be accepted along with 2 academic references.

English language proficiency (ELP) (if applicable)

Degree requirements

Thesis option:

Courses o Students must demonstrate

competency in the material covered by the following 3 General Requirement courses:

MSCI 603 Principles of Operations Research

MSCI 605 Organizational Theory and Behaviour

MSCI 607 Economic Concepts for Management

o Competency can be established in any General Requirement course either by taking the course or by being exempted, based on previous studies of similar material. Exemption decisions are made by the instructor assigned to teach the General Requirements course in that year. The student may be required to demonstrate competency by taking an exam to qualify for an exemption.

o In addition to the 3 General Requirement courses (MSCI 603, MSCI 605, MSCI 607), students must take at

standing or equivalent, in a relevant four-year Honours Bachelor's degree or equivalent, as the minimum requirement for admission to a Master's program for applicants educated at a Canadian institution. A 75% overall standing or equivalent, in a relevant four-year Honours Bachelor's degree or equivalent is the minimum requirement for admission to a Master's program for applicants educated outside of Canada.

o Background in quantitative methods (e.g., Calculus, Linear Algebra, Probability and Statistics).

o All applicants must submit a "Statement of Purpose" - a one page statement addressing their academic background, area of research interest, proposed research studies.

o Applicants who fall slightly below the minimum academic requirements may be considered for admission as transitional or probationary students.

Application materials o Résumé/Curriculum vitae o Supplementary information form o Transcript(s)

References

o Number of references: 3 o Type of references: if the applicant has

been working for several years, 1 business reference will be accepted along with 2 academic references.

English language proficiency (ELP) (if applicable) Degree requirements

Thesis option:

Courses o The requirements for the program

consist of at least 4 courses (0.50 unit weight per course) of graduate credit. At least 2 of the courses (0.50 unit weight per course) must be from the list of core courses.

o All courses must be approved by the students’ supervisor.

o Core courses: MSCI 605 Organizational

Theory and Behaviour

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Page 3 of 3

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

least 2 additional courses, totaling a minimum requirement of 5 courses overall (0.50 unit weight per course/2.50 units). Any student exempted from a General Requirement course must take another course, if necessary to satisfy the 5 course rule. These courses may include at most 1 500-level course approved by the Associate Chair for Graduate Studies. All other courses must be at the 600 and 700-level. Students must maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall.

MSCI 607 Applied Economics for Management

MSCI 623 Big Data Analytics MSCI 630 Human Computer

Interaction MSCI 631 Probabilistic Models

in Operations Research MSCI 634 Deterministic Models

in Operations Research MSCI 641 Text Analytics

o All courses must be at the 600 and 700-level. Students must maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall

o No more than 1 course (0.50 unit weight per course) may be taken outside the Management Sciences Department. This course will require the approval of the Associate Chair for Graduate Studies.

How will students currently registered in the program be impacted by these changes?

The students that have been admitted prior to Fall 2017 term must follow the previous degree requirements.

All new students starting the MASc program in the Fall 2017 term must follow the new degree requirements.

Departmental approval date (03/06/17):

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Page 1 of 3

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Programs:

1) Master of Management Sciences (MMSc) in Management Sciences 2) Master of Management Sciences (MMSc) in Management Sciences – Co-operative Program

Program contact name(s): Lisa Hendel and Hossein Abouee Mehrizi (Associate Chair, Graduate Studies)

Form completed by: Lisa Hendel

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

Removing previous course exemptions from the course requirements.

Changing admission minimum grade requirements for the Master’s level programs.

Is this a major modification to the program? No

Rationale for change(s):

Removing exemptions. Minor changes to course requirements.

Minor changes to course requirements and removing previous course exemptions.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/archive-fall-2016/engineering/department-management-sciences/master-management-sciences-mmsc

https://uwaterloo.ca/graduate-studies-academic-calendar/archive-fall-2016/engineering/department-management-sciences/master-management-sciences-mmsc-co-operative-program

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Admission requirements

Minimum requirements o An Honours Bachelor's degree (or

equivalent) with a minimum 75% standing in the last two years.

Admission requirements

Minimum requirements o The Department of Management

Sciences requires either (i) a 75% overall standing in the last two years, or equivalent, in a relevant four-year Honours Bachelor's degree or

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Page 2 of 3

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o Background in quantitative methods (e.g., Calculus, Linear Algebra, Probability and Statistics).

o All applicants must submit a "Statement of Purpose" - a one page statement addressing their academic background, area of research interest, proposed research studies.

o Applicants who fall slightly below the minimum academic requirements may be considered for admission as transitional or probationary students.

Application materials o Résumé/Curriculum vitae o Supplementary information form o Transcript(s)

References

o Number of references: 3 o Type of references: if the applicant has

been working for several years, 1 business reference will be accepted along with 2 academic references.

English language proficiency (ELP) (if applicable)

Degree requirements

Thesis option:

Courses o Students must demonstrate

competency in the material covered by the following 4 General Requirement courses:

MSCI 603 Principles of Operations Research

MSCI 605 Organizational Theory and Behaviour

MSCI 607 Economic Concepts for Management

MSCI 609 Quantitative Data Analysis for Management Sciences

o Competency can be established in any General Requirement course either by taking the course or by being exempted, based on previous studies of similar material. Exemption decisions are made by the instructor assigned to teach the General Requirements course in that year. The student may be

equivalent; or (ii) a 75% overall standing or equivalent, in a relevant four-year Honours Bachelor's degree or equivalent, as the minimum requirement for admission to a Master's program for applicants educated at a Canadian institution. A 75% overall standing or equivalent, in a relevant four-year Honours Bachelor's degree or equivalent is the minimum requirement for admission to a Master's program for applicants educated outside of Canada.

o Background in quantitative methods (e.g., Calculus, Linear Algebra, Probability and Statistics).

o All applicants must submit a "Statement of Purpose" - a one page statement addressing their academic background and future goals.

o Applicants who fall slightly below the minimum academic requirements may be considered for admission as transitional or probationary students.

o Application materials

o Résumé/Curriculum vitae o Supplementary information form o Transcript(s)

References

o Number of references: 3 o Type of references: if the applicant has

been working for several years, 1 business reference will be accepted along with 2 academic references.

English language proficiency (ELP) (if applicable) Degree requirements

Thesis option:

Coursework option:

Courses o Students must successfully complete

the following 4 general requirement courses (0.50 unit weight per course/4 units):

MSCI 603 Principles of Operations Research [This course maybe replaced with MSCI 634 if a student has a strong background in Operations Research]

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Page 3 of 3

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

required to demonstrate competency by taking an exam to qualify for an exemption.

o In addition to the 4 General Requirement courses (MSCI 603, MSCI 605, MSCI 607, MSCI 609), students must take at least 4 additional courses, totaling a minimum requirement of 8 courses overall (0.50 unit weight per course/4 units). These courses may include at most 2 500-level courses approved by the Associate Chair for Graduate Studies. All other courses must be at the 600 and 700 level. Students must maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall.

MSCI 605 Organizational Theory and Behaviour

MSCI 607 Applied Economics for Management

MSCI 609 Quantitative Data Analysis for Management Sciences

o In addition to the 4 General Requirement courses (MSCI 603, MSCI 605, MSCI 607, MSCI 609), students must take at least 4 additional courses (0.5 unit weight per course), totaling a minimum requirement of 8 courses overall. These courses may include at most 2 500-level courses approved by the Associate Chair for Graduate Studies. All other courses must be at the 600 and 700 level. Students must maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall.

o No more than 1 course (0.50 unit weight per course) may be taken outside of the Management Sciences Department. This course will require the approval of the Associate Chair for Graduate Studies.

o Students who have completed their BASc degree in Management Engineering at the University of Waterloo are required to choose their courses in consultation with the Associate Chair for Graduate Studies.

How will students currently registered in the program be impacted by these changes?

The students that have been admitted prior to Fall 2017 term must follow the previous degree requirements.

All new students starting the MMSc program in the Fall 2017 term must follow the new degree requirements.

Departmental approval date (03/06/17):

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Page 1 of 3

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Programs:

Doctor of Philosophy (PhD) in Management Sciences

Program contact name(s): Lisa Hendel and Hossein Abouee Mehrizi (Associate Chair, Graduate Studies)

Form completed by: Lisa Hendel

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

Changing the number of required courses from 6 to 4 and updating the course requirements.

Is this a major modification to the program? No

Rationale for change(s):

The program will be more research focused. The required core courses include advanced courses in all three research areas.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/archive-fall-2016/engineering/department-management-sciences/doctor-philosophy-phd-management-sciences

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Degree requirements

Thesis option:

Courses o Students in the program must

demonstrate competency in the material covered by the following 3 courses:

MSCI 603 Principles of Operations Research

MSCI 605 Organizational Theory and Behaviour

Degree requirements

Thesis option:

Courses o PhD candidates possessing a Master’s

degree are required to take at least 4 courses (0.50 unit weight per course) of graduate credit. Students must successfully complete at least 2 courses (0.50 unit weight per course) from the list of core courses.

o All courses must be approved by the students’ supervisor.

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Page 2 of 3

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

MSCI 607 Economic Concepts for Management

o Competency can be established in any General Requirement course either by taking the course or by being exempted, based on previous studies of similar material. Exemption decisions are made by the instructor assigned to teach the General Requirements course in that year. The student may be required to demonstrate competency by taking an exam to qualify for an exemption.

o In addition to the General Requirement courses, students must take at least 3 courses (0.50 unit weight per course) at the 600 or 700- level, and maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall. These courses may include courses offered by other departments.

.

o Core courses: MSCI 605 Organizational

Theory and Behaviour MSCI 607 Applied Economics

for Management MSCI 623 Big Data Analytics MSCI 630 Human Computer

Interaction MSCI 631 Probabilistic Models

in Operations Research MSCI 634 Deterministic Models

in Operations Research MSCI 641 Text Analytics

o Core courses may be replaced by other advanced courses if the student can demonstrate competency based on previous studies of similar material. The decision is made by the Associate Chair for Graduate Studies after the course replacement is recommended by the supervisor. The student may be required to demonstrate competency by taking an exam.

o All courses must be at the 600 and 700-level. Students must maintain an overall average of at least 73% at the end of each term, with no more than 2 failed courses overall

o No more than 2 courses (0.50 unit weight per course) may be taken outside the Management Sciences Department. These courses will require the approval of the Associate Chair for Graduate Studies.

o PhD candidates without a Master’s degree are required to take at least 8 courses (0.50 unit weight per course) of graduate credit. They must successfully complete at least 2 courses from the list of core courses.

How will students currently registered in the program be impacted by these changes?

The students that have been admitted prior to Fall 2017 term must follow the previous degree requirements.

All new students starting the PhD program in the Fall 2017 term must follow the new degree requirements.

Departmental approval date (03/06/17):

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy):

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Page 3 of 3

Senate approval date (mm/dd/yy) (if applicable):

Page 183: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☒  New  ☐        Revision        ☒  Inactivation   ☐ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 603 

Course Title (max. 100 characters incl. spaces): Principles of Operations Research 

Course Short Title (max. 30 characters incl. spaces): Principles of Operations Research 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☐        

Course Description: This course surveys a spectrum of models and techniques in Operations Research, with emphasis 

on applications. It focuses on the development of modeling skills, the interpretation of results, sensitivity analysis and 

computer implementations of decision support systems. Topics include linear, integer and network optimization models. 

Simulation analysis and other topics in stochastic processes may also be covered. The use of quantitative models in 

different levels of the decision making hierarchy are illustrated through case studies and readings from the Management 

Sciences literature. Priority may be given to Management Sciences students. 

 

New course description (for revision only): 

Meet Type(s):    Lecture                 Choose an item. 

Primary Meet Type:  Lecture 

Requisites:  Anti‐requisite‐MSCI 634‐Deterministic Models in Operations Research  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:  No    

Rationale for request:  Adding anti‐requisite‐MSCI 634‐Deterministic Models in Operations Research. (MSCI 634 is a new course) 

 

Prepared by:  Lisa Hendel  Date:  March 2, 2017 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

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Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☒  New  ☒        Revision        ☐  Inactivation   ☐ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 623 

Course Title (max. 100 characters incl. spaces): Big Data Analytics 

Course Short Title (max. 30 characters incl. spaces): Big Data Analytics 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description: This course focuses on methods and algorithms for turning very large collections of data into actionable insight.  Topics may include data profiling, transformation and cleaning, data mining, data warehousing and cloud computing.  Applications will be drawn from various areas such as smart grid analytics and ubiquitous computing.  Students will read and present papers and complete a research project. Priority may be given to Management Sciences students.  Previous studies in programming, algorithms, statistics and database management are necessary background topics for those taking this course.  

New course description (for revision only): 

Meet Type(s):    Lecture                 Reading 

Primary Meet Type:  Lecture 

Requisites:  Anti‐requisite‐MSCI 723‐Big Data Analytics  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:  No    

Rationale for request:  Changing numbering system from MSCI 723 (Big Data Analytics) to MSCI 623 (Big Data Analytics).  To be consistent with core course numbering in Department. 

 

Prepared by:  Lisa Hendel  Date:  March 6, 2017 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

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Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☒  New  ☒        Revision        ☐  Inactivation   ☐ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 630 

Course Title (max. 100 characters incl. spaces): Human Computer Interaction 

Course Short Title (max. 30 characters incl. spaces): Human Computer Interaction 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description: This course concentrates on the theoretical and practical issues related to the design of the human‐computer interfaces. Aspects of human perception, cognition and various models of task analysis are discussed. Further, the course examines the principles of interface design and the related empirical evidence.  Priority may be given to Management Sciences students.  New course description (for revision only): 

Meet Type(s):    Lecture                 Reading 

Primary Meet Type:  Lecture 

Requisites:  Pre‐requisite MSCI MSCI 605‐Organizational Theory & Behaviour 

Anti‐requisite‐MSCI 730, CS 649  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:  No    

Rationale for request:  Changing numbering system from MSCI 730 (Human Computer Interaction) to MSCI 630 (Human Computer Interaction).  To be consistent with core course numbering in Department. 

 

Prepared by:  Lisa Hendel  Date:  March 6, 2017 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

Page 186: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☒  New  ☒        Revision        ☐  Inactivation   ☐ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 641 

Course Title (max. 100 characters incl. spaces): Text Analytics 

Course Short Title (max. 30 characters incl. spaces): Text Analytics 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description: With the rapid growth of unstructured natural language data, such as web pages, blogs, 

product reviews, news articles and enterprise data, there is an increasing need for systems that would retrieve 

relevant documents, extract specific information from them, mine opinions, summarize and categorize texts. 

This course provides students with an understanding of the major methods for retrieving, mining and 

analyzing textual data, with the emphasis on algorithms, techniques and their evaluation. 

 

New course description (for revision only): 

Meet Type(s):    Lecture   Choose an item.  Reading  Choose an item. 

Primary Meet Type:  Lecture 

Requisites: None  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:  No    

Rationale for request:  This is a new course.  All graduate students are permitted to take this course. 

 

Prepared by:  Lisa Hendel  Date:  6‐Mar‐17 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

Page 187: UNIVERSITY OF WATERLOO SENATE GRADUATE ......2017/06/12  · University of Waterloo SENATE GRADUATE & RESEARCH COUNCIL Minutes of the 8 May 2017 Meeting [in agenda order] Present:

Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☐  New  ☐        Revision        ☐  Inactivation   ☒ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 723 

Course Title (max. 100 characters incl. spaces): Big Data Analytics 

Course Short Title (max. 30 characters incl. spaces): Big Data Analytics 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description:  This course focuses on methods and algorithms for turning very large collections of data into actionable insight.  Topics may include data profiling, transformation and cleaning, data mining, data warehousing and cloud computing.  Applications will be drawn from various areas such as smart grid analytics and ubiquitous computing.  Students will read and present papers and complete a research project. Priority may be given to Management Sciences students.  Previous studies in programming, algorithms, statistics and database management are necessary background topics for those taking this course.  

New course description (for revision only): 

Meet Type(s):    Lecture   Choose an item.  Reading  Choose an item. 

Primary Meet Type:  Lecture 

Requisites: None   

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:   No  

Rationale for request:  Changing from MSCI 723 to MSCI 623.  

 

Prepared by:  Lisa Hendel  Date:  6‐Mar‐17 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

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Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☐  New  ☐        Revision        ☐  Inactivation   ☒ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 730 

Course Title (max. 100 characters incl. spaces): Human Computer Interaction 

Course Short Title (max. 30 characters incl. spaces): Human Computer Interaction 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description:    This course concentrates on the theoretical and practical issues related to the design of human-computer interfaces. Aspects of human perception, cognition and various models of task analysis are discussed. Further, the course examines the principles of interface design and the related empirical evidence. Priority may be given to Management Sciences students  New course description (for revision only): 

Meet Type(s):    Lecture   Choose an item.    Choose an item. 

Primary Meet Type:  Lecture 

Requisites: Prerequisite: MSCI 605 

Anti‐requisite  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:   No  

Rationale for request:  Changing from MSCI 730 to MSCI 630  

Prepared by:  Lisa Hendel  Date:  28‐Mar‐17 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

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Senate Graduate and Research 

Council – Course/Milestone – 

 New/Revision/Inactivation form 

 

Faculty:    Engineering        

Effective term:    Term/Year  Fall  2017  

Course  ☒  New  ☒        Revision        ☐  Inactivation   ☐ 

Milestone  ☐  New  ☐        Revision        ☐  Inactivation   ☐ 

New milestone title:   Choose an item. 

For course revisions, indicate the type(s) of changes:   (e.g. consent, description, title, requisites)  

Course Subject code:  MSCI  Course number: 634 

Course Title (max. 100 characters incl. spaces): Deterministic Models in Operations Research 

Course Short Title (max. 30 characters incl. spaces): Deterministic Models in OR 

Grading Basis:  NUMERICAL 

Course Credit Weight:   0.50 

Course Consent Required:   ☒  Instructor 

Course Description: The objective of this course is to provide students with an in-depth understanding of the theory and

algorithms in deterministic optimization. Specifically, it covers advanced topics in linear optimization including simplex method, duality, sensitivity analysis, and interior point methods. Then, topics in integer optimization including polyhedral theory, branch-and-bound, and cutting plane algorithm are discussed. Other topics such as nonlinear optimization and dynamic programming may be covered.

    

New course description (for revision only): 

Meet Type(s):    Lecture   Choose an item.  Reading  Choose an item. 

Primary Meet Type:  Lecture 

Requisites:  Anti‐requisite‐MSCI 760‐Topic 32‐Advanced Deterministic Optimization and MSCI 603‐Principles of Operations Research.  

Special topics course:     Yes    ☐  No    ☒ 

Cross‐listed:        Yes    ☐  No     ☒ 

Course Subject(s) to be cross‐listed with and approval status:  No 

Sections combined/heldwith:  No    

Rationale for request:  Replacing MSCI 760‐Topic 32 –Advanced Deterministic Optimization.  All graduate students are permitted to take this course. 

 

Prepared by:  Lisa Hendel  Date:  March 6, 2017 

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051 

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MEMORANDUM

To : Dr. Bruce Hellinga, Associate Dean, Graduate Studies, Faculty of Engineering Copy : Amanda Guderian, Graduate Studies Co-ordinator, Faculty of Engineering

Kevin Boehmer, Managing Director, the Water Institute From : Dr. Bruce MacVicar, Director, Collaborative Water Program

Subject : Request for Minor Modification to the Collaborative Water Program

Date : May 23, 2017 Attachments : A. Program Revision Forms B. Faculty/Department/School Approvals

The purpose of this memorandum is to request that the Faculty of Engineering, as the lead academic unit of the Collaborative Water Program (CWP), request approval for a minor modification to the CWP from the Senate Graduate and Research Council. The CWP was launched in 2013/14. The CWP Committee, which is comprised of representatives from the participating departments and schools, graduate students, and the Water Institute, is responsible for the design and delivery of the program. In late-2016, the CWP Committee identified opportunities to strengthen the program, in particular by recommending the addition of new course and milestone requirements for CWP PhD students who have completed a Masters CWP program. In addition, the committee recommended that a research seminar, that is currently not mandatory, become a mandatory program milestone for all CWP students. The following table summarizes recommended CWP program revisions:

Recommended CWP Program Revision Associated Approval Forms a

1. Additional program requirement for all CWP students: − Research seminar milestone.

CWP Program Revision Form CWP Research Seminar 1 Milestone

Form

2. New program requirements for CWP PhD students who have completed WATER 601 and WATER 602 as part of their Masters Water program: − Course requirement; − Milestone requirements.

CWP Program Revision Form CWP Research Seminar 2 Milestone

Form CWP Academic Contribution Milestone

Form

3. Revised WATER 601 and WATER 602 course descriptions.

WATER 601 Course Revision Form WATER 602 Course Revision Form

Note: a Approval forms are included as Attachment A to this memorandum.

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The following Departments, Schools and Faculties have approved the proposed revisions to the CWP program (Attachment B):

− School of Architecture − Department of Biology − Department of Applied Mathematics − Department of Chemical Engineering − Department of Civil and Environmental

Engineering − Department of Earth and Environmental

Sciences − Department of Economics − School of Environment, Enterprise and

Development

− School of Environment, Resources and Sustainability

− Department of Geography and Environmental Management

− Faculty of Arts (conditional on approval by the Arts Faculty Council Executive and the Arts Faculty Council)

− Faculty of Engineering − Faculty of Environment − Faculty of Mathematics − Faculty of Science

The proposed CWP revision was reviewed by the Graduate Studies Office prior to distribution to departments, schools and faculties.

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Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Arts, Engineering, Environment, Mathematics, Science

Program: Collaborative Water Program

Program contact name(s): Bruce MacVicar (Engineering), Kevin Boehmer (Water Institute)

Form completed by: Kevin Boehmer

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

The proposed Collaborative Water Program (CWP) revision includes the following changes:

1. Revised course descriptions for WATER 601 and WATER 602 (see SGRC Course Revision forms); 2. New program requirements for PhD Water students who have completed WATER 601 and WATER 602

as part of their Master’s Water program; 3. New milestone requirements (see SGRC New Milestone forms).

Is this a major modification to the program? No

Rationale for change(s):

The Collaborative Water Program was launched in 2013/14, with the program’s fourth cohort of students entering the program in 2016/17. The proposed program revisions are both administrative and substantive. Proposed administrative changes include WATER 601 and WATER 602 course description updates that better reflect current pedagogy and content. The proposed substantive change updates the program to reflect an emerging demand from students who have completed the Masters Water program, and who then want to enter the PhD Water program. Currently, Collaborative Water Program requirements for PhD and Masters students are identical. The proposed program change will add new course and milestone requirements for PhD Water students who have completed the Masters Water program, allowing Waterloo to retain these students while maintaining the integrity of the program. In addition, a new Research Seminar milestone has been added for all students, and two new milestones added for PhD Water students who have completed the Masters Water program at Waterloo.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/mathematics/department-applied-mathematics/master-mathematics-mmath-applied-mathematics-water

https://uwaterloo.ca/graduate-studies-academic-calendar/mathematics/department-applied-mathematics/doctor-philosophy-phd-applied-mathematics-water

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/school-architecture/master-architecture-march-water

ATTACHMENT A

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https://uwaterloo.ca/graduate-studies-academic-calendar/science/department-biology/master-science-msc-biology-water#program_information

https://uwaterloo.ca/graduate-studies-academic-calendar/science/department-biology/doctor-philosophy-phd-biology-water

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-chemical-engineering/master-applied-science-masc-chemical-engineering-water

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-chemical-engineering/doctor-philosophy-phd-chemical-engineering-water

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-civil-and-environmental-engineering/master-applied-science-masc-civil-engineering-water

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-civil-and-environmental-engineering/doctor-philosophy-phd-civil-engineering-water

https://uwaterloo.ca/graduate-studies-academic-calendar/science/department-earth-and-environmental-sciences/master-science-msc-earth-sciences-water

https://uwaterloo.ca/graduate-studies-academic-calendar/science/department-earth-and-environmental-sciences/doctor-philosophy-phd-earth-sciences-water

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics-water

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/master-arts-ma-economics-water-co-operative-program

https://uwaterloo.ca/graduate-studies-academic-calendar/arts/department-economics/doctor-philosophy-phd-applied-economics-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/school-environment-resources-and-sustainability/master-environmental-studies-mes-environment-and-resource-studies-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/school-environment-resources-and-sustainability/doctor-philosophy-phd-social-and-ecological-sustainability-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/department-geography-and-environmental-management/master-arts-ma-geography-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/department-geography-and-environmental-management/master-environmental-studies-mes-geography-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/department-geography-and-environmental-management/master-science-msc-geography-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/department-geography-and-environmental-management/doctor-philosophy-phd-geography-water

https://uwaterloo.ca/graduate-studies-academic-calendar/environment/school-environment-enterprise-and-development-seed/master-environmental-studies-mes-sustainability-management-water

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Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Courses Courses • The Water core courses are designed to provide

fundamental multidisciplinary knowledge and experience to complement the student’s specialist courses and water-related research.

• This degree is offered through the CollaborativeWater Program. This program, jointly offered by arange of departments across several academicfaculties, promotes the development ofinterdisciplinary perspectives on water.Collaborative Water Program students completetheir specialist training in their respective homedepartments, while working with colleagues froma variety of other departments in coreinterdisciplinary courses (WATER 601 and WATER602).

• Water core courses:• WATER 601 Integrated Water Management• WATER 602 Integrated Water Management

Project

• All Collaborative Water Program students mustcomplete the following core courses: WATER 601 Integrated Water Management WATER 602 Integrated Water Management

Project

*** for PhD programs only*** • Students who have already completed WATER 601

and WATER 602 as part of their Masters Water degree, must complete the following course requirement: One graduate level water course from outside

the student’s home faculty agreed to by thestudent’s Supervisor and the CollaborativeWater Program Director.

Milestones • All Collaborative Water Program students must

complete the Collaborative Water ProgramResearch Seminar 1.

Collaborative Water Program Research Seminar 1

The student is required to present a seminar on their thesis or major paper research proposal and, if appropriate, early stage results to current and past water students and Water Institute faculty members. Seminars will normally occur following the completion of WATER 601 and WATER 602. Seminars will provide the opportunity for students to discuss how learnings from water courses were applied in, or influenced, research proposals or research work in the student’s home department. Seminars will normally be poster presentations at Water Institute organized events. The seminar is not an oral examination of the thesis or paper; rather, its purpose is to develop the student's ability to communicate their research in an organized and informative manner.

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Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content: Department Consent Required WATER Grad Students Only

*** for PhD programs only*** • Students who have completed the Collaborative

Water Program Research Seminar 1 as part of their Masters Water degree, must complete the following two milestones: Collaborative Water Program Research

Seminar 2; Collaborative Water Program Academic

Contribution.

Collaborative Water Program Research Seminar 2 Milestone

The student is required to present a seminar on their PhD thesis proposal to current and past water students and Water Institute faculty members. Seminars will normally occur following the completion of required courses and the comprehensive exam. Seminars should present how learnings from the Collaborative Water Program were applied in, or influenced, thesis proposals. Seminars will normally be poster presentations or talks at Water Institute organized events. The seminar is not an oral examination of the thesis proposal; rather, its purpose is to develop the student's ability to communicate their research in an organized and informative manner.

Department Consent Required WATER Grad Students Only

Collaborative Water Program Academic Contribution Milestone

The student is required to make an academic contribution to the Collaborative Water Program. The proposed contribution will be documented by the student and approved by the student’s Supervisor and the Collaborative Water Program Director. Potential contributions may include, but not be limited to:

− Development of new or improved curricula or course content;

− Delivery of a lecture(s); − Preparation of a publication; − Preparation of a case study; − Mentorship of a group of students.

Department Consent Required

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Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content: WATER Grad Students Only

• For more information on the Collaborative WaterProgram, visit: https://uwaterloo.ca/water-institute/education/collaborative-water-program.

How will students currently registered in the program be impacted by these changes?

Revised for Approval by Faculties

Only PhD Water students who have completed Master Water degrees at Waterloo will be impacted. There is one student currently enrolled in the program who meets this criteria. This student, who is in Term 2 of their PhD, must meet the CWP program requirements at the time of their admission, or may choose to meet the new program requirements.

Approved by Departments

Only PhD Water students who have completed Master Water degrees at Waterloo will be impacted. There is one student currently enrolled in the program who meets this criteria. This student, who is in Term 1 of their PhD, will be expected to meet the new program requirements.

Departmental approval date (mm/dd/yy): Reviewed by GSO (for GSO use only) ☒ date (mm/dd/yy): 12/16/2016 Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Choose an item.Arts, Engineering, Environment, Mathematics, Science Effective term: Term/Year Fall 2017

Course ☐ New ☐ Revision ☐ Inactivation ☐

Milestone ☒ New ☒ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: WATER Course number: Course Title (max. 100 characters incl. spaces): Course Short Title (max. 30 characters incl. spaces):

Grading Basis: CEDIT/NO CREDIT

Course Credit Weight: Choose an item.

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

Meet Type(s): Choose an item. Choose an item. Choose an item. Choose an item. Primary Meet Type: Choose an item. Requisites:

Special topics course: Yes ☐ No ☐ Cross-listed: Yes ☐ No ☐ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

The Collaborative Water Program Committee is comprised of representatives from the participating departments and schools, graduate students and the Water Institute. The Program Committee is responsible for the design and delivery of the Collaborative Water Program, and has agreed that a new seminar milestone should be included as a program requirement.

Dr. Bruce MacVicar, Collaborative Water Program Director

Prepared by: Date: 20-Dec-16

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

Collaborative Water Program Research Seminar 1

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Choose an item.Arts, Engineering, Environment, Mathematics, Science Effective term: Term/Year Fall 2017

Course ☐ New ☐ Revision ☐ Inactivation ☐

Milestone ☒ New ☒ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: WATER Course number: Course Title (max. 100 characters incl. spaces): Course Short Title (max. 30 characters incl. spaces):

Grading Basis: CEDIT/NO CREDIT

Course Credit Weight: Choose an item.

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

Meet Type(s): Choose an item. Choose an item. Choose an item. Choose an item. Primary Meet Type: Choose an item. Requisites:

Special topics course: Yes ☐ No ☐ Cross-listed: Yes ☐ No ☐ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

The Collaborative Water Program Committee is comprised of representatives from the participating departments and schools, graduate students and the Water Institute. The Program Committee is responsible for the design and delivery of the Collaborative Water Program, and has agreed that a new research seminar milestone should be included as a program requirement for PhD Water students who have completed a Masters Water degree at Waterloo.

Dr. Bruce MacVicar, Collaborative Water Program Director

Prepared by: Date: 20-Dec-16

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

Collaborative Water Program Research Seminar 2

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Choose an item.Arts, Engineering, Environment, Mathematics, Science Effective term: Term/Year Fall 2017

Course ☐ New ☐ Revision ☐ Inactivation ☐

Milestone ☒ New ☒ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: (e.g. consent, description, title, requisites)

Course Subject code: WATER Course number: Course Title (max. 100 characters incl. spaces): Course Short Title (max. 30 characters incl. spaces):

Grading Basis: CEDIT/NO CREDIT

Course Credit Weight: Choose an item.

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

Meet Type(s): Choose an item. Choose an item. Choose an item. Choose an item. Primary Meet Type: Choose an item. Requisites:

Special topics course: Yes ☐ No ☐ Cross-listed: Yes ☐ No ☐ Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

The Collaborative Water Program Committee is comprised of representatives from the participating departments and schools, graduate students and the Water Institute. The Program Committee is responsible for the design and delivery of the Collaborative Water Program, and has agreed that a new academic contribution milestone should be included as a program requirement for PhD Water students who have completed a Masters Water degree at Waterloo.

Dr. Bruce MacVicar, Collaborative Water Program Director

Prepared by: Date: 20-Dec-16

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

Collaborative Water Program Academic Contribution

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Choose an item. Arts, Engineering, Environment, Mathematics, Science Effective term: Term/Year Fall 2017

Course ☒ New ☐ Revision ☒ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: Course description

Course Subject code: WATER Course number: 601 Course Title (max. 100 characters incl. spaces): Introduction to Integrated Water Management Course Short Title (max. 30 characters incl. spaces): Integrated Water Management

Grading Basis: Choose an item.

Course Credit Weight: Choose an item.

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

This course provides an overview of current issues and challenges in water research and management from a variety of disciplines, including water science, engineering, governance and economics perspectives. The purpose is to provide students with a broad knowledge base of the key theories, concepts and terminology from various water-related fields, and to allow them to develop connections with peers, water researchers and professionals in other areas of study.

Case studies that demonstrate the complexity and opportunities for interdisciplinary water research and innovation, and that allow students to collaboratively explore ideas, will be examined. Seminars, presentations and discussions with faculty members and professionals from different disciplines will introduce students to current research and practice. Course readings will focus on key concepts, perspectives and terminology from multiple disciplines.

Department Consent Required WATER Grad Students Only

Meet Type(s): Choose an item. Choose an item. Choose an item. Choose an item. Primary Meet Type: Choose an item. Requisites:

Special topics course: Yes ☐ No ☐ Cross-listed: Yes ☐ No ☐

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

The Collaborative Water Program was launched in 2013/14, with the program’s fourth cohort of students entering the program in 2016/17. The proposed changes reflect the current pedagogy and content of WATER 601.

Bruce MacVicar, CWP Program Director

Prepared by: Date: 20-Dec-16

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Choose an item. Arts, Engineering, Environment, Mathematics, Science Effective term: Term/Year Fall 2017

Course ☒ New ☐ Revision ☒ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☐

New milestone title: Choose an item.

For course revisions, indicate the type(s) of changes: Course description, meet type and prerequisite.

Course Subject code: WATER Course number: 602 Course Title (max. 100 characters incl. spaces): Integrated Water Resources Management Project Course Short Title (max. 30 characters incl. spaces): Integrated Water Project

Grading Basis: Choose an item.

Course Credit Weight: Choose an item.

Course Consent Required: ☐ Choose an item.

Course Description:

New course description (for revision only):

This course builds on WATER 601 and focuses on the Grand River Watershed. The course normally includes a six to eight day field trip held at the beginning of the term, followed by one or two seminar sessions during the first month of the term. The field trip will allow students to examine specific watershed components, landscapes, infrastructure and conditions from interdisciplinary perspectives. Students will travel across the watershed and meet water practitioners, managers, scientists, volunteers and others concerned with watershed health to learn first-hand about watershed issues and management approaches.

Based on the interactive field trips and supporting materials, a multidisciplinary group project will be required where students identify an approach to investigating an emerging watershed issue.

Department Consent Required WATER Grad Students Only Prereq: WATER 601

Meet Type(s): Seminar Choose an item. Choose an item. Choose an item. Primary Meet Type: Seminar PreRequisite: WATER 601

Special topics course: Yes ☐ No ☒ Cross-listed: Yes ☐ No ☒

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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Course Subject(s) to be cross-listed with and approval status: Sections combined/heldwith:

Rationale for request:

The Collaborative Water Program was launched in 2013/14, with the program’s fourth cohort of students entering the program in 2016/17. The proposed changes reflect the current pedagogy and content of WATER 602.

Bruce MacVicar, CWP Program Director

Prepared by: Date: 20-Dec-16

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ATTACHMENT B: APPROVALS FOR CWP MINOR REVISION

Faculty of Arts

From: Linda Warley Sent: Friday, May 19, 2017 4:57 PM To: Margaret Insley <[email protected]> Cc: Kevin Boehmer <[email protected]> Subject: RE: Collaborative Water Program Revisions Dear Margaret, I approve of this strategy and will be happy to clarify anything at the June SGRC meeting. Best, Linda Warley, PhD Associate Dean, Graduate Studies, Faculty of Arts Associate Professor, English Language & Literature University of Waterloo PAS 2433 200 University Ave. W. Waterloo, ON N2L 3G1 From: Margaret Insley Sent: May 19, 2017 2:34 PM To: Linda Warley Cc: Kevin Boehmer Subject: Collaborative Water Program Revisions Hi Linda: Kevin Boehmer (copied on this email) is Managing Director of the Water Institute. He is preparing the package to go to SG&RC. The package will be presented at SG&RC by Bruce Hellinga from Engineering. As we have discussed via email, the changes to the Collaborative Water Program have been approved by Economics and by the Arts Graduate Affairs Group. Approval still needs to be done by the Arts Faculty Council Executive (AFCE) and the Arts Faculty Council (AFC) which next meet June 13 and June 27, respectively. To avoid a six month delay in implementing the changes I have asked that these be put on the SG&RC agenda for their June 12 meeting, conditional on final approval by AFCE and AFC later in the month. This makes sense since the changes have been uncontroversial in Arts. Would you please ‘reply all’ stating that you approve my request? Kevin will include this email the package. Thanks. Margaret

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Margaret Insley Department Chair Associate Professor Department of Economics University of Waterloo Waterloo, Ontario, Canada, N2L 3G1 519-888-4567, ext 38918 Department of Economics

From: Ana Ferrer Sent: Wednesday, March 29, 2017 7:34 PM To: Kevin Boehmer <[email protected]> Subject: RE: Water program changes Hi Kevin, After technical difficulties with the electronic vote, we have finally passed the motions to modify the Water program as you requested. I think the next step is to bring this changes to GAG. Let me know if you need help from me in that regard. Cheers ANA Faculty of Engineering

From: Bruce Hellinga Sent: Thursday, May 18, 2017 9:32 AM To: Kevin Boehmer <[email protected]> Cc: Jennifer Collins <[email protected]>; Amanda Guderian <[email protected]> Subject: RE: DRAFT CWP Revision Memo for your Review Kevin: I can confirm that the CWP proposal was passed at Engineering Faculty Council on Tuesday. I am happy to take this to SGRC once you confirm that Arts has approved the changes. Regards, - Bruce

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School of Architecture

From: Emily Stafford Sent: Wednesday, January 11, 2017 2:20 PM To: Kevin Boehmer <[email protected]> Subject: Re: Collaborative Water Program Revision for Department/School Approval Hi Kevin, The School of Architecture approves the proposed modifications to the Collaborative Water program. Best, Emily Stafford Coordinator Graduate Studies and Research School of Architecture University of Waterloo T: 519.888.4567 ext 27603 https://uwaterloo.ca/architecture/

Department of Civil and Environmental Engineering

From: Jeffrey West Sent: Tuesday, March 28, 2017 11:37 AM To: Giovanni Cascante <[email protected]>; Kevin Boehmer <[email protected]> Subject: Re: Collaborative Water Program Revision for Department/School Approval Kevin, Yes, I concur that CEE has approved your motion. This will be reflected in our Department meeting minutes. Please proceed. - Jeff Jeff West, Ph.D, P.Eng, FACI Professor Civil and Environmental Engineering University of Waterloo (519) 888-4567 Ext 33323

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Department of Chemical Engineering

From: Judy Caron Sent: Tuesday, March 28, 2017 10:55 AM To: Kevin Boehmer <[email protected]> Subject: FW: Collaborative Water Program Revision for Department/School Approval Hi Kevin; It was in fact approved. Thank you, Judy Caron Administrative Co-Ordinator, Graduate Studies, Chemical Engineering, E6-3028 1-519-888-4567, ext.32620 [email protected] From: Kevin Boehmer Sent: March-28-17 8:23 AM To: Judy Caron <[email protected]> Cc: Jennifer Collins <[email protected]>; Yuning Li <[email protected]> Subject: RE: Collaborative Water Program Revision for Department/School Approval Hi Judy- Are you able to confirm that the Department of Chemical Engineering approved the proposed CWP revisions? Thanks very much, Kevin Faculty of Environment

From: Simron Singh Sent: Monday, April 10, 2017 5:32 PM To: Kevin Boehmer <[email protected]> Cc: Anne Wagland <[email protected]>; Lori McConnell <[email protected]> Subject: Re: ENV Faculty Council Meeting - March 16, 2017 Dear Kevin, This is to inform you that the changes to the Collaborative Water Program (CWP) was approved by ENV Faculty Council on 16 March 20017. If you require minutes of this meeting for your next stages of approval, please let Anne Wagland (copied here) know. Warmly, Simron

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School of Environment, Enterprise and Development

From: Steven B Young Sent: Tuesday, January 17, 2017 11:29 AM To: Kevin Boehmer <[email protected]> Cc: Janine Dietrich <[email protected]>; Marion Brown <[email protected]> Subject: Approved by SEED: Collaborative Water Program Revision for Department/School Approval Kevin We have run an e-vote, as our next school meeting won’t be till late Feb. Via majority vote, SEED has approved the Collaborative Water Program Revision’s as outlined below as it impacts our SUSM Water program. “Approval of SUSM Water changes: The collaborative water program requests approval of changes to WATER 601 and 602 required courses, and the addition of a poster presentations milestone required by SUSM Water students. (Two attachments).” Thank you Steve Prof. Steven B. Young School of Environment, Enterprise and Development University of Waterloo, EV3-4243 School of Environment, Resources and Sustainability

From: Maren Oelbermann Sent: Monday, March 06, 2017 9:50 AM To: Kevin Boehmer <[email protected]>; Amanda Taves <[email protected]> Subject: RE: Collaborative Water Program Revision for Department/School Approval Kevin SERS unanimously approved the changes for the Water Program this morning. Maren

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Department of Geography and Environmental Management

From: Jonathan Price Sent: Thursday, January 26, 2017 10:43 AM To: Kevin Boehmer <[email protected]> Cc: Richard Kelly <[email protected]>; Brent Doberstein <[email protected]>; Rich Petrone <[email protected]> Subject: Re: Recommended CWP Program Revisions Hi Kevin Sorry for the delay. We’ve tossed the issue around and decided we don’t need to bring it to the Department – so I approve on behalf of the Dept. Jonathan Faculty of Mathematics From: Math Associate Dean Grad Sent: Monday, March 06, 2017 3:44 PM To: Kevin Boehmer <[email protected]> Cc: Peggy Karitsiotis <[email protected]>; Marek Stastna <[email protected]>; Bruce MacVicar <[email protected]> Subject: Re: Collaborative Water Program Revision - Request for Faculty Approval I approve. Thanks S. Keshav Associate Dean (Graduate) Faculty of Mathematics Department of Applied Mathematics

From: Brian Ingalls [mailto:[email protected]] Sent: Monday, January 23, 2017 9:01 PM To: Kevin Boehmer <[email protected]> Cc: Applied Math Grad <[email protected]>; Sivabal Sivaloganathan <[email protected]> Subject: Re: Collaborative Water Program Revision for Department/School Approval Hi Kevin, The Applied Mathematics Department approves of the proposed changes. Best, Brian

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Brian Ingalls Associate Professor Associate Chair, Graduate Studies Department of Applied Mathematics University of Waterloo Waterloo, Ontario, Canada Faculty of Science From: Robert Hill Sent: Tuesday, March 28, 2017 4:12 PM To: Kevin Boehmer <[email protected]> Cc: Kirsten Muller <[email protected]>; Agnes Kolic <[email protected]> Subject: Re: CWP changes Hi Kevin, Since this has now been approved by Units in Science and by Science Faculty Council, the next step is to move it to Senate Grad and Research Council. However, this needs to been done in concert with the faculties of Environment and Engineering. I assume these changes have been wending their way through the member departments from these faculties as well. Do you know what progress has been made? Thanks, Rob Dr Robert W. Hill Associate Dean for Graduate Studies Faculty of Science University of Waterloo tel: +1 519 888 4567 x36844 email: [email protected] https://uwaterloo.ca/science/ Department of Biology

From: Kirsten Muller Sent: Tuesday, March 28, 2017 4:06 PM To: Kevin Boehmer <[email protected]> Cc: Agnes Kolic <[email protected]>; Robert Hill <[email protected]> Subject: CWP changes Hi Kevin, The changes to the Collaborative Water Program have been approved by Biology. Thank you.

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Sincerely, Kirsten -- Kirsten Müller Ph. D. Professor Associate Chair (Graduate Studies) Interim Associate Chair (Undergraduate Studies) Biology, University of Waterloo 200 University Ave. West N2L 3G1 Department of Earth and Environmental Sciences

From: Martin Ross Sent: Wednesday, March 08, 2017 4:25 PM To: Kevin Boehmer <[email protected]> Cc: Robert Hill <[email protected]>; Agnes Kolic <[email protected]> Subject: FW: Ballot results Below are the results of the email ballot. Thanks for your patience... - Martin From: Lorraine Albrecht Sent: Wednesday, March 08, 2017 16:21 To: Martin Ross Subject: Ballot results Hi Martin: Below are the results of the ballot to approve or not approve the changes to the Collaborative Water Program: 22 distributed 14 returned 13 approve 1 does not approve Thanks, Lorraine Albrecht Administrative Assistant Earth and Environmental Sciences University of Waterloo

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Memorandum

Date: March 20, 2017

To: Bruce Hellinga, Associate Dean, Graduate Studies, Faculty of Engineering

From: Sherman Shen, Associate Chair, Graduate Studies, Electrical and Computer Engineering

Subject: Calendar Changes

The department of Electrical and Computer Engineering would like to request the following calendar revisions:

• Add ECE 642: Radio Frequency Integrated Circuit Design to Circuits and Systems, Silicon Devices and Integrated Circuits, and VLSI’s core course lists

• Add NE 479-T1 and NE 472 as anti-req for ECE 634. • Remove MSCI 638, 646 and 632 from ECE’s MEng Management Science Diploma elective

course list • Add MSCI 718, 623 and 630 from ECE’s MEng Management Science Diploma elective course

list

These changes were approved at a regular meeting of the Electrical and Computer Engineering Department on March 16, 2017.

Regards,

Sherman Shen Associate Chair, Graduate Studies Electrical & Computer Engineering EIT Building, Room 4155 University of Waterloo Tel: 519-888-4567 ext. 32691 Fax: 519-746-3077 Email: [email protected] /SL

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Page 1 of 4

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Program: Electrical and Computer Engineering MASc and PhD

Program contact name(s): Sarah Landy

Form completed by: Sarah Landy

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

Add ECE 642: Radio Frequency Integrated Circuit Design to Circuits and Systems, Silicon Devices and Integrated Circuits, and VLSI’s core course lists

Is this a major modification to the program? No

Rationale for change(s):

New Course, not previously offered

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-electrical-and-computer-engineering/master-applied-science-masc-electrical-and-computer-engineering

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-electrical-and-computer-engineering/doctor-philosophy-phd-electrical-and-computer-engineering

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Core courses:

• Antennas, Microwaves, and Wave Optics o ECE 642 Radio Frequency Integrated

Circuit Design o ECE 671 Microwave and RF

Engineering o ECE 672 Optoelectronic Devices o ECE 675 Radiation and Propagation of

Electromagnetic Fields o ECE 676 (QIC 750) Quantum

Information Processing Devices

Core courses:

• Antennas, Microwaves, and Wave Optics o ECE 642 Radio Frequency Integrated

Circuit Design o ECE 671 Microwave and RF

Engineering o ECE 672 Optoelectronic Devices o ECE 675 Radiation and Propagation of

Electromagnetic Fields o ECE 676 (QIC 750) Quantum

Information Processing Devices

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Page 2 of 4

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o ECE 677 (QIC 885) Quantum Electronics and Photonics

• Circuits and Systems o ECE 636 Advanced Analog Integrated

Circuits o ECE 637 Digital Integrated Circuits o ECE 671 Microwave and RF

Engineering

• Communications and Information Systems o ECE 603 Statistical Signal Processing o ECE 604 Stochastic Processes o ECE 610 Broadband Communication

Networks o ECE 611 Digital Communications o ECE 612 Information Theory

• Computer Hardware o ECE 606 Algorithm Design o ECE 621 Computer Organization o ECE 627 Register-transfer-level Digital

Systems o ECE 637 Digital Integrated Circuits

• Computer Software o ECE 606 Algorithm Design and

Analysis o ECE 650 Methods and Tools for

Software Engineering o ECE 653 Software Testing, Quality

Assurance and Maintenance o ECE 654 Software Reliability

Engineering o ECE 656 Database Systems

• Nanotechnology o ECE 630 Physics and Models of

Semiconductor Devices o ECE 633 Nanoelectronics o ECE 634 Organic Electronics o ECE 635 Fabrication in the Nanoscale:

Principles, Technology and Applications

o ECE 672 Optoelectronic Devices

• PAMI - Pattern Analysis and Machine Intelligence

o ECE 606 Algorithm Design and Analysis

o ECE 613 Image Processing and Visual Communication

o ECE 657 Tools of Intelligent Systems Design

o ECE 657A Data and Knowledge Modelling and Analysis

o ECE 659 Intelligent Sensors and Sensor Networks

o ECE 677 (QIC 885) Quantum Electronics and Photonics

• Circuits and Systems o ECE 636 Advanced Analog Integrated

Circuits o ECE 637 Digital Integrated Circuits o ECE 642: Radio Frequency

Integrated Circuit Design o ECE 671 Microwave and RF

Engineering

• Communications and Information Systems o ECE 603 Statistical Signal Processing o ECE 604 Stochastic Processes o ECE 610 Broadband Communication

Networks o ECE 611 Digital Communications o ECE 612 Information Theory

• Computer Hardware o ECE 606 Algorithm Design o ECE 621 Computer Organization o ECE 627 Register-transfer-level Digital

Systems o ECE 637 Digital Integrated Circuits

• Computer Software o ECE 606 Algorithm Design and

Analysis o ECE 650 Methods and Tools for

Software Engineering o ECE 653 Software Testing, Quality

Assurance and Maintenance o ECE 654 Software Reliability

Engineering o ECE 656 Database Systems

• Nanotechnology o ECE 630 Physics and Models of

Semiconductor Devices o ECE 633 Nanoelectronics o ECE 634 Organic Electronics o ECE 635 Fabrication in the Nanoscale:

Principles, Technology and Applications

o ECE 672 Optoelectronic Devices

• PAMI - Pattern Analysis and Machine Intelligence

o ECE 606 Algorithm Design and Analysis

o ECE 613 Image Processing and Visual Communication

o ECE 657 Tools of Intelligent Systems Design

o ECE 657A Data and Knowledge Modelling and Analysis

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Page 3 of 4

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

• Power and Energy Systems o ECE 662 Power Systems Analysis and

Control o ECE 663 Energy Processing o ECE 665 High Voltage Engineering

Applications o ECE 666 Power Systems Operation o ECE 668 Distribution System

Engineering

• Quantum Information o QIC 710 Quantum Information

Processing o ECE 677(QIC 885) Quantum

Electronics and Photonics o ECE 676 (QIC750) Quantum

Information Processing Devices

• Silicon Devices and Integrated Circuits o ECE 630 Physics and Models of

Semiconductor Devices o ECE 631 Microelectronic Processing

Technology o ECE 634 Organic Electronics o ECE 636 Advanced Analog Integrated

Circuits o ECE 671 Microwave and RF

Engineering o ECE 672 Optoelectronic Devices

• Systems and Controls o ECE 602 (CO 602) Introduction to

Optimization o ECE 604 (STAT 901) Stochastic

Processes o ECE 682 Multivariable Control Systems o ECE 686 Filtering and Control of

Stochastic Linear Systems o ECE 688 Nonlinear Systems

• VLSI - Very Large Scale Integration o ECE 636 Advanced Analog Integrated

Circuits o ECE 637 Digital Integrated Circuits o ECE 671 Microwave and RF

Engineering • Wireless Communication

o ECE 603 Statistical Signal Processing o ECE 604 Stochastic Processes o ECE 610 Broadband Communication

Networks o ECE 611 Digital Communications o ECE 612 Information Theory

o ECE 659 Intelligent Sensors and Sensor Networks

• Power and Energy Systems o ECE 662 Power Systems Analysis and

Control o ECE 663 Energy Processing o ECE 665 High Voltage Engineering

Applications o ECE 666 Power Systems Operation o ECE 668 Distribution System

Engineering

• Quantum Information o QIC 710 Quantum Information

Processing o ECE 677(QIC 885) Quantum

Electronics and Photonics o ECE 676 (QIC750) Quantum

Information Processing Devices

• Silicon Devices and Integrated Circuits o ECE 630 Physics and Models of

Semiconductor Devices o ECE 631 Microelectronic Processing

Technology o ECE 634 Organic Electronics o ECE 636 Advanced Analog Integrated

Circuits o ECE 642: Radio Frequency

Integrated Circuit Design o ECE 671 Microwave and RF

Engineering o ECE 672 Optoelectronic Devices

• Systems and Controls o ECE 602 (CO 602) Introduction to

Optimization o ECE 604 (STAT 901) Stochastic

Processes o ECE 682 Multivariable Control Systems o ECE 686 Filtering and Control of

Stochastic Linear Systems o ECE 688 Nonlinear Systems

• VLSI - Very Large Scale Integration o ECE 636 Advanced Analog Integrated

Circuits o ECE 637 Digital Integrated Circuits o ECE 642: Radio Frequency

Integrated Circuit Design o ECE 671 Microwave and RF

Engineering • Wireless Communication

o ECE 603 Statistical Signal Processing o ECE 604 Stochastic Processes

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Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

o ECE 610 Broadband Communication Networks

o ECE 611 Digital Communications o ECE 612 Information Theory.

How will students currently registered in the program be impacted by these changes?

Additional option for core course choice in those research areas

Departmental approval date (mm/dd/yy): 03/16/17

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Page 1 of 2

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Program: Electrical and Computer Engineering – MEng Graduate Diploma (GDip) in Management Sciences

Program contact name(s): Sarah Landy

Form completed by: Sarah Landy

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

• Remove MSCI 638, 646 and 632 from ECE’s MEng Management Science Diploma elective course list

• Add MSCI 718, 723 and 730 from ECE’s MEng Management Science Diploma elective course list.

Is this a major modification to the program? No

Rationale for change(s):

MSCI is no longer offering MSCI 638, 646 and 632 and has launched new courses MSCI 718, 623 and 630

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/engineering/department-electrical-and-computer-engineering/graduate-diploma-gdip-management-sciences

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Elective courses (choose 3 from the following list):

• MSCI 602 Strategic Management Technology • MSCI 605 Organizational Theory & Behaviour • MSCI 607 Applied Economics for Management • MSCI 632 Discrete Event Simulation • MSCI 633 Production and Inventory

Management • MSCI 638 Information Systems Analysis

and Design • MSCI 646 Database Management Systems • MSCI 712 Decision Analysis Under Uncertainty

Elective courses (choose 3 from the following list):

• MSCI 602 Strategic Management Technology • MSCI 605 Organizational Theory & Behaviour • MSCI 607 Applied Economics for Management • MSCI 623 Big Data Analytics • MSCI 630 Human Computer Interaction • MSCI 633 Production and Inventory

Management • MSCI 712 Decision Analysis Under Uncertainty • MSCI 718 Statistical Methods for Data

Analytics

How will students currently registered in the program be impacted by these changes?

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Page 2 of 2

Current students will have the option of applying the new courses to their GDip. The courses that are being removed will still count towards the GDip requirements provided they were completed prior to this revision being published in the Graduate Student Calendar.

Departmental approval date (mm/dd/yy): 03/16/17

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Page 1 of 1

Graduate Studies Program Revision Template

Prior to form submission, review the content revision instructions and information regarding major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate Studies Office.

Faculty: Engineering

Program: Electrical and Computer Engineering

Program contact name(s): Sarah Landy

Form completed by: Sarah Landy

Description of proposed changes: Note: changes to courses and milestones also require the completion/submission of the SGRC Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

Add course anti-reqs.

Is this a major modification to the program? No

Rationale for change(s):

Course formally called ECE 730-T18 – NE 479-T1 and NE 472 were anti-reqs and held withs which never got carried over in the course renumbering.

Proposed effective date: Term: Fall Year: 2017

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page where the changes are to be made):

https://uwaterloo.ca/graduate-studies-academic-calendar/node/2786

Current Graduate Studies Academic Calendar content:

Proposed Graduate Studies Academic Calendar content:

Requisites: Anitreq: ECE 730 - Topic 18

Requisites: Anitreq: ECE 730 - Topic 18, NE 479-T1 and NE 472

How will students currently registered in the program be impacted by these changes?

None

Departmental approval date (mm/dd/yy): 03/16/17

Reviewed by GSO (for GSO use only) ☐ date (mm/dd/yy): Faculty approval date (mm/dd/yy): Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy): Senate approval date (mm/dd/yy) (if applicable):

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Senate Graduate and Research Council – Course/Milestone –

New/Revision/Inactivation form

Faculty: Engineering Effective term: Term/Year Fall 2017

Course ☒ New ☐ Revision ☒ Inactivation ☐

Milestone ☐ New ☐ Revision ☐ Inactivation ☐

New milestone title:

For course revisions, indicate the type(s) of changes: add anti-requisites (e.g. consent, description, title, requisites)

Course Subject code: ECE Course number: 634 Course Title (max. 100 characters incl. spaces): Organic Electronics Course Short Title (max. 30 characters incl. spaces): Organic Electronics

Grading Basis: NUMERICAL

Course Credit Weight: 0.50

Course Consent Required: ☐

Course Description: The course gives an overview of organic electronic and optoelectronic devices. It begins with a review of electronic structure of single organic molecules as a guide to the electronic behaviour of organic aggregates. Various relevant material phenomena are reviewed; including topics from photophysics (absorption and emission of light, excited states, radiative and non-radiative transitions), intermolecular charge transport mechanisms (hopping, disorder), charge injection and transport models, and energy transfer processes. Their applications in light emitting devices, solar cells, thin film transistors, photodetector and imaging photoreceptors, etc. are discussed. Aspects related to device fabrication and patterning may also be addressed. New course description (for revision only):

Meet Type(s): Lecture Primary Meet Type: Lecture Requisites: Add NE 479-T1 and NE 472 as anti-reqs

Special topics course: Yes ☐ No ☒ Cross-listed: Yes ☐ No ☒ Course Subject(s) to be cross-listed with and approval status: Sections combined/held with:

Rationale for request:

ECE 634 used to be ECE 730-T18 and ECE 730-T18 was held with NE 479-T1 (soon to be renumbered to NE 472). This course was never added as an anti-req when the course numbers were changed and the discrepancy is causing issues with students “double dipping” in courses for credit.

Prepared by: Sarah Landy Date: 20-Mar-17

GRADUATE STUDIES OFFICE Waterloo, Ontario, Canada N2L 3G1 uwaterloo.ca/graduate-studies | [email protected] Fax 519-746-3051

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        May  11,  2017       Dear  Ms.Raynard,         Please  find  attached  two  motions  for  inclusion  in  June’s  SGRC  meeting.  Both  were    

approved  in  Math  Faculty  Council  on  May  9th.    The  first  motion  makes  routine  changes  to  certain    CS  graduate  courses  arising  from  their  desire  to  inactivate  the  (now  defunct)  CS  MHI  program,    while  providing  access  to  CS  courses  to  students  enrolled  in  the  SPHHS  MHI  program.  The  second    motion  is  for  approval  of  a  new  program  in  applied  cryptography  that  Is  being  proposed  by  IQC.  

      Sincerely,         S.  Keshav     Associate  Dean  (Graduate)     Faculty  of  Mathematics  

!

!

May 3, 2017 Jeff Casello Associate Provost, Graduate Studies Graduate Studies Office Needles Hall 2219!!!!Dear Prof. Casello, Based on a vote of the Math Faculty Graduate Studies Committee, I am pleased to recommend Prof. Stephen Watt from Computer Science for ADDS status. The candidate’s CV and a memo from the unit’s Chair are attached for your reference. I would greatly appreciate your positive decision in this matter. !! Sincerely, S. Keshav Associate Dean (Graduate) Faculty of Mathematics University of Waterloo

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University of Waterloo

Graduate Expedited Proposal ofthe

Graduate Diploma in Quantum-Safe Cryptography

Volume I-Proposed Brief

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Table of Contents TableofFigures......................................................................................................................4

I.BriefDescriptionandRationale...........................................................................................5

II.ObjectivesoftheProgram..................................................................................................6

III.AdmissionsRequirements.................................................................................................6

IV.DegreeRequirements........................................................................................................8

a.TechnicalCoursesandMilestones................................................................................................8

a.ProfessionalCoursesandMilestones..........................................................................................10

V.ProgramStructure.............................................................................................................11

VI.CourseDescriptions..........................................................................................................14

VII.ModeofDelivery.............................................................................................................17

VIII.AssessmentofTeachingandLearning............................................................................17

a.TeachingAssessment..................................................................................................................17

b.LearningAssessment..................................................................................................................18

IX.Resources.........................................................................................................................18

X.QualityandOtherIndicators.............................................................................................20

XI.ProjectedEnrollment........................................................................................................20

AppendixA............................................................................................................................22

ProgramOutcomes............................................................................................................................22

CoursestoOutcomes........................................................................................................................22

CoursestoExpectations....................................................................................................................22

AppendixB............................................................................................................................29

GraduateStudiesProgramRevisionTemplate..................................................................................29

AppendixC............................................................................................................................35

IntegrationofTechnicalandProfessionalSkills................................................................................35

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StandardsandCertification...............................................................................................................35

TechnicalSkills...................................................................................................................................35

AppendixD...........................................................................................................................39

Bartholomew,Rachel........................................................................................................................39

Beynon,WmDouglas........................................................................................................................39

Hurwitz,Marc....................................................................................................................................39

Jao,David...........................................................................................................................................39

Jennewein,Thomas...........................................................................................................................39

Lutkenhaus,Norbert..........................................................................................................................39

Menezes,Alfred.................................................................................................................................39

Mosca,Michele.................................................................................................................................39

Weber,J.Mark..................................................................................................................................39

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Table of Figures TableIV-a:CourseAlternatives......................................................................................................9

TableV-a:PotentialAdditionalCourseLoad................................................................................13

TableV-b:CourseOfferingSchedule............................................................................................14

TableXI-a:ProgramOutcomes....................................................................................................23

TableXI-b:CoursestoOutcomes.................................................................................................24

TableXI-c:CoursestoExpectations.............................................................................................26

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I. Brief Description and Rationale Informationsecurityisatthecoreofinformationandcommunicationtechnologies(ICT).

Organizationsaroundtheworldgotogreatlengthstoensureimportantinformationissecure

andreliable.Asnewtechnologiesemerge—suchasquantuminformationprocessing,which

posesnovelthreatstoinformationsecurity—sotoodoestheneedtodevelopinnovative

strategiestoguaranteedatasecurity.

Quantumcomputerswillbreaksomeofthefoundationalpiecesofourcurrentcybersecurity

infrastructure.Itisimperativethatnewcryptographytoolsdesignedtobesafeinanerawith

quantumcomputersbedesigned,implemented,standardized,tested,anddeployedbefore

quantumcomputersareavailabletoadversaries.

Itisthereforecriticaltodevelopthesecutting-edgetoolsandtrainthenextgenerationof

HighlyQualifiedPersonnel(HQP)inthefield.

The5-year-oldCryptoWorks21program(NSERCCREATETrainingPrograminBuildinga

WorkforcefortheCryptographicInfrastructureofthe21stCentury)havebeenpreparingthis

newgenerationofHQPtopioneeranewglobalinfrastructureforquantum-safecryptography.

ItishostedbytheUniversityofWaterloo’sCentreforAppliedCryptographicResearch(CACR)

andtheInstituteforQuantumComputing(IQC).Sincetheprograminceptionin2012,the

ProgramDirector,ProfessorMoscaalongsideindustryandacademicpartnersandcollaborators

havedevelopedanddeliveredtwoimportanttrainingprograms:aSpecializedTechnicalSkills

andaSpecializedProfessionalSkillsprogram.Thesecomplementaryprogramshavebeen

preparingstudentsintheCryptoWorks21(CW21)programreadytotackleforthcoming

cryptographicchallenges.Thetrainingprogramshavebroughttogetherresearchers,

organizationsandindustrymembersfromawiderangeofareasandexpertisetoensure

Canada’sHQPleadthecurrentmarketforemergingtechnologyresearchanddevelopment.

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II. Objectives of the Program Securityinanerawithquantumtechnologiesisagrowingconcernforgovernmentand

individualsaroundtheworld.TheInstituteforQuantumComputingattheUniversityof

Waterlooprovidesworldrenownededucationinquantumcomputing.TheproposedGraduate

DiplomainQuantum-SafeCryptographywillprovidetheeducationnecessarytoprotectagainst

thesecuritychallengesposedbyquantumadvances.Graduatesofthediplomaprogramwillgo

ontoservetheglobalcommunityasHighlyQualifiedPersonnelwithspecializedskills.The

GraduateDiplomainQuantum-SafeCryptographyaimsto:

• Prepareanewgenerationofresearcherstocreatequantum-safetoolsforthe21stcentury

• Provideprofessionalknowledgeandtechnicalskillsforallresearchers• Fostercollaborationbetweenyoungscientistsandexpertsinquantumand

cryptographicresearch• Enablestudentstobuildrelationshipswithcryptographiccommunitiesinacademia,

industry,andgovernment• Encouragecollaborationbetweenstudentsandpartnersinmathematics,computer

science,physicsandengineering• Allowstudentstostudy,discuss,andinvestigatechallengesandapplicationsfor

quantum-safecryptographyAnillustrationoftheprogram'sLearningObjectivesasalignedwiththeGraduateDegree

LearningExpectationscanbefoundinAppendixA(TableXI-a).

III. Admissions Requirements Asatype2diplomaprogramtherewouldbenoformaladmissionsprocedureintothe

proposedprogram,onceastudentisadmittedtoaUniversityofWaterloograduateprogram

theywouldbeeligibletoenrollintheGraduateDiplomainQuantum-SafeCryptography.Itis

mostlikelythatstudentswhochoosetopursuetheQuantum-SafeCryptographyDiplomawill

registerinoneofthefollowingprograms:

MMathComputerScienceMMathComputerScience(QI)PhDComputerScience

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PhDComputerScience(QI)MMathCombinatorics&OptimizationMMathCombinatorics&Optimization(QI)PhDCombinatorics&OptimizationPhDCombinatorics&Optimization(QI)MMathPureMathPhDPureMathMAScElectricalandComputerEngineering(includingNanotechnology)MAScElectricalandComputerEngineering(QI)PhDElectricalandComputerEngineering(includingNanotechonology)PhDElectricalandComputerEngineering(QI)MScPhysics(includingNanotechonology)MScPhysics(QI)PhDPhysics(includingNanotechnology)PhDPhysics(QI)StudentsintheabovelistedprogramswouldindicatetheirintentiontocompletetheGraduate

Diplomabycompletingthe QSC(Quantum-SafeCryptography)DiplomaEnrollmentForm

developedbyCryptoWorks21.TheformwillbepostedontheCW21website,availablethrough

theCW21staffandlinkedfromtheGraduateStudiesAcademicCalendar.Studentsmay

completetheformatanytimethroughouttheirdegree,howeveritisourhopethatstudents

interestedincompletingthediplomawouldcompletetheformearlyonintheirgraduate

career.OncetheQSCDiplomaEnrollmentformisreceivedbytheCW21stafftheycouldthen

trackthestudents’progressusingQUESTandaninternaltrackingprocesses.

UWgraduatestudentsindicateontheGraduateStudiesIntentiontoGraduate/Program

CompletionformthattheyhavecompletedtheGraduateDiplomainQuantumSafe

Cryptography.IfastudentidentifiestheGraduateDiplomainQuantumSafeCryptographyon

theirintentiontograduatefromtheGSOwouldthencommunicatethestudentsnametoCW21

staffatwhichtimetheCW21staffwouldcheckthatthestudenthascompletedallnecessary

componentsofthediploma.

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IV. Degree Requirements TheQuantum-SafeCryptographyDiplomawouldrequirethecompletionof4(0.5)graduate

levelcoursesandthreemilestones.Therequirementsaredividedinto2areasofexpertise;

TechnicalandProfessional,withafinalmilestonetoincorporatethetechnicalandprofessional

knowledge.

Theoverallprogramrequirementswillbeasfollows;

2(0.5)CoursesinQuantumSafeCryptographyselectedfromlistof

approvedcourses

1MilestoneinTechnicalSkills-completionofshortmodulesor

coursealternativesineachoftheskillareas

BE606(0.5)

BE600(0.5)

1MilestoneinProfessionalskills

1MilestoneinIntegrationofProfessionalandTechnicalskills

Pleaseseebelowformoredetailedinformationofthespecificareasofexpertise:

a. Technical Courses and Milestones

Studentsmustgainknowledgeinthefollowingtechnicalskillsareas:Networksecurity.(Conventional)Cryptography.Post-quantumcryptography.Quantumcryptographytheory.Implementationofquantumcommunication.Quantumcomputation.

Thedefaultmethodforachievingthetechnicalskillsmilestonewillbetocompletethe

respective6in-classmodules.Amodulewillconsistof6hoursoflectureandanassignment.A

studentcanforgoanyoneofthe6modulesinfavorofalistedcoursealternativeinthe

correspondingskillarea.Anygraduatecoursescompletedinthiswaycanbeusedtowardsthe

courserequirementsfortheDiploma.

Technical

Professional

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ThealternativecoursesforeachtechnicalskillareawillbelistedintheGraduateStudies

AcademicCalendarandcanbeenseeninTableIV-a.

TableIV-a:CourseAlternatives

TECHNICALSKILLAREA SHORTMODULE COURSEALTERNATIVE(OthercoursesasapprovedbytheCryptoWorks21TechnicalSkillsCommittee)

NetworkSecurity CW21NetworkSecurity

module

CS658,ECE628

Cryptography CW21Cryptography

module

CO685,CO687

Post-QuantumCryptography CW21Post-Quantum

Cryptographymodule

Currentlynoalternative

QuantumCryptography

Theory

CW21Quantum

CryptographyTheory

module

QIC890(topic2)AppliedQuantumCryptography

ImplementationofQuantum

Communication

CW21Implementationof

Quantum

Communicationmodule

QIC890(topic3)ImplementationofQuantum

Communication

QuantumComputation CW21Quantum

Computationmodule

QIC710/AM871/CO681/CS768/PHYS767

CO481,CS467,PHYS467(acceptablealternatives

tomilestoneshoweverUndergraduatecourses

cannotbecountedtowardstheDiplomacourse

requirements)

Inadditiontothetechnicalskillsareamilestonerequirementsstudentsmustalsocompletethe

equivalentof1.0graduatelevelcredits(commonly2graduatecourses)fromthelist(tobe

includedintheGraduateStudiesAcademicCalendar)below.

Quantum-SafeCryptographyCourses(choosetheequivalentof1.0graduatecreditsfromthelistbelow)

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CS658(0.5)ComputerSecurityandPrivacyECE628(0.5)ComputerNetworkSecurityCO685(0.5)TheMathematicsofPublic-KeyCryptographyCO687(0.5)AppliedCryptographyQIC890(0.5)AppliedQuantumCryptography(topic2)QIC890(0.5)ImplementationofQuantumCommunication(topic3)QIC710/CS768/AMATH871/CO681/PHYS767(0.5)QuantumInformationProcessingQIC890(0.5)Topicsinquantum-safecryptography(topic19)OthercoursesasapprovedbytheCryptoWorks21TechnicalSkillsCommittee

Forexample,astudentcouldchoosetocompleteCS658&QIC710satisfyingtheTechnicalskill

areasofNetworkSecurityandQuantumComputation.Thestudentmustthenparticipatein

theshortmodulesforCryptography,Post-QuantumCryptography,QuantumCryptography

TheoryandImplementationofQuantumCommunicationtofulfilltheTechnicalSkillsmilestone.

ThismethodwouldalsouseCS658andQIC710tosatisfythetwo(0.5)courserequirementin

thetechnicalportionofthediploma).

Theseareasrepresentthebreadthofknowledgerequiredtobeabletounderstandand

articulatetheoptionsforpreparingaspecificICTsystemtobesecureinthecontextofquantum

computers.However,technicalknowledgeisnotenoughtoevolveourICTinfrastructuretobe

safeinanerawithquantumcomputers.Tocomplementthetechnicalknowledge,wehave

implementedatrainingtrackwith5professionalareasofknowledge.

a. Professional Courses and Milestones

Theprofessionaltrainingforthoseparticipatinginthediplomaprogramwillbegainedthrough

thecompletionofthetworequiredcourses,BE600andBE606andsatisfactionoftwo

additionalmilestones.

BE600andBE606willcoverthefollowingtopics:

IPProtectionandManagement EntrepreneurshipandCommercialization Communication

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Management

1milestoneinStandardsandCertificationwillcoverthefifthprofessionalskillbythesame

name.Itwillbetaughtbyexpertsinthefieldsthatrelatetothisparticularskilldevelopment.

Inthepast,wehaveexpertsfromNationalInstituteofStandardsandTechnology,European

TelecommunicationsStandardsInstitute,Microsoft,UnitedKnowledgeandUW.Itwillbe

taughtoverthecourseoftwodayswithaculminatingassignment.Theworkshopconsistsof

overviewingofthestandards,casestudies,aligningstandardstobusinessmodels,certification

andstandardsandcertificationforpost-quantumcryptographyetc.

Thefinalmilestoneoftheprogramwillbringtogethertheknowledgeoftechnicaland

professionalskillsintheIntegrationofProfessionalandTechnicalskillsmilestone.This

milestonewillbeofferedasatwo-dayseminarwithaculminatingassignmentandwillinform

studentshowtoapplycoreconceptsinentrepreneurshiptoanewventureoracademic

research.StudentswillusetheLeanLaunchpadapproachtoidentifyandvalidateproblemsand

toarriveatexecutableresearchoracommercialsolution.

Howeachofthecoursesandmilestoneswillcontributetotheprogram'soveralllearning

outcomesisarticulatedinAppendixA(TableXI-b&TableXI-c).

GraduateStudiesProgramRevisionTemplateislocatedinAppendixB

NewmilestoneformsarelocatedinAppendixC.

V. Program Structure StudentsmayjointheGraduateDiplomaonanongoingbasis,withoutanadditionaladmission

processtherewillbenoneedforaformalintakeperiod.ToearntheGraduateDiplomain

Quantum-SafeCryptographystudentsmustcompletetheequivalentof4(0.5)graduatelevel

coursesandthreemilestones.Theprogrammustbecompletedwhilethestudentisregistered

intheirprimarydegree,studentswouldbesubjecttotheUniversitystandardtimelinesfor

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MastersandDoctoralprogramscompletion.MastersandPhDstudentswouldhaveampletime

satisfytherequirementsduringthecourseoftheirstudiesandarenotexpectedtoextendthe

timelinesfortheirdegreecompletion.

Studentsmaychoosetostudyonafulltimeorpart-timebasistoearntheirdiploma.Thiswill

occasionallybedictatedbycourseofferinganddemandsofthestudent'sprimarydegree

requirements.

Thediplomaprogramisstructuredinsuchawaythatastudentwouldbeabletocountcourses

completedaspartoftheirgraduatedegreetowardstherequirementsforthediplomaprogram.

Dependingonthestudent'shomefacultyandgraduatedegreebeingsoughttherewillbea

differentnumberofcoursesrequiredaboveandbeyondtheirdegreerequirements.Belowisa

tableofthepotentialnumberofadditionalcoursesrequiredfordiplomacompletion.The

informationbelowisbasedonthecurrentprogramrequirements.

Forexample,astudentinthediplomaprogramcouldtakeCS658andCS768.Basedonthe

calendarentryforMMathinComputerScience(linkbelow)thestudentwouldsatisfytwoCS

coursesfromthetableofCSapprovedcourses(CS658andCS768).Thestudentwouldstill

havetofulfilltheCS800levelcourserequirementand1otherfromtheCSapprovedlist(above

the600level)alongwiththemilestoneandBE600andBE606requirementsforthediploma.

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TableV-a:PotentialAdditionalCourse(doubleclicktoaccessexcelworkbook)

Program (programnamecontainslinktoGraduateCalendarentry.Commentincellincludesdegreerequirmentsanddiplomacoursesinboldusedtosatisfyrequierments)

NumberofCourses

requiredforDegree

Potentialnumberofcoursesthatcouldbeused

towardsDiploma(maximum2)

Additionalcourses

requiredforDegree

Additionalcoursesrequired

forDiploma(minimum2)

MMathComputerScience 4 2 2 2

MMathComputerScience(QI) 5 2 3 2

PhDComputerScience(entryfromMasters) 4 2 2 2

PhDComputerScience(QI)(entryfromQIMasters) 6 2 2 2

MMathCombinatorics&Optimization 4 2 0 2

MMathCombinatorics&Optimization(QI) 4 2 1 2

PhDCombinatorics&Optimization 8 2 3 2

PhDCombinatorics&Optimization(QI) 8 2 4 2

MMathPureMath 4 1 3 3

PhDPureMath 4 1 3 3

MAScElectricalandComputerEngineering 5 2 3 2

MAScElectricalandComputerEngineering 5 0 5 4

MAScElectricalandComputerEngineering(QI) 5 1 4 3

PhDElectricalandComputerEngineering(entryfrom 4 2 1 2

PhDElectricalandComputerEngineering(Nanotechonology)(entryfromMasters)

4 0 4 4

PhDElectricalandComputerEngineering(QI)(entryfroma 4 2 2 2

MScPhysics 4 1+ <3 ~2

MScPhysics(Nanotechnology) 4 1 3 3

MScPhysics(QI) 4 1+ <3 ~2

PhDPhysics(entryfromMasters) 4 1+ <3 ~2

PhDPhysics(Nanotechnology)(entryfromnon-NANOMasters) 4 0 4 4

PhDPhysics(QI)(entryfromQIMasters) 4 2 2 2

ComputerScience

CombinatoricsandOptimization

PureMath

ElectricalandComputerEngineering

Physics

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TheOfferingschedulefortheQuantum-SafeCryptographycoursesdeliveredatUWisbelow.

TableV-b:CourseOfferingSchedule

2017-18 2018-19 2019-20 2020-21

Course F W S F W S F W S F W S

QIC710/AM871/CO

681/CS768/PC767 X X X X

QIC890(topic3) X X

QIC890(topic19) X X

CS658 X X X X X X X X X X X X

ECE628 X X X X

CO685 X X X X

CO687 X X X X

CO481/CS467/PHY

467 X X X X

Totalcourses 3 6 2 3 5 2 3 6 2 3 5 2

VI. Course Descriptions QIC710QuantumInformationProcessing(0.50)LEC

(Cross-listedwithAMATH871,CO681,CS768,PHYS767)

Reviewofbasicsofquantuminformationandcomputationalcomplexity;Simplequantum

algorithms;QuantumFouriertransformandShorfactoringalgorithm:Amplitudeamplification,

Groversearchalgorithmanditsoptimality;Completelypositivetrace-preservingmapsand

Krausrepresentation;Non-localityandcommunicationcomplexity;Physicalrealizationsof

quantumcomputation:requirementsandexamples;Quantumerror-correction,includingCSS

codes,andelementsoffault-tolerantcomputation;Quantumcryptography;Securityproofsof

quantumkeydistributionprotocols;Quantumproofsystems.Familiaritywiththeoretical

computerscienceorquantummechanicswillalsobeanasset,thoughmoststudentswillnotbe

familiarwithboth.

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QIC890TopicsinQuantumInformation(0.50)LEC

2AppliedQtmCryptography

3ImpltnofQtmCommunication

19TopicsinQuantum-SafeCrypto

CS467LEC,TST0.50IntroductiontoQuantumInformationProcessing

Basicsofcomputationalcomplexity;basicsofquantuminformation;quantumphenomena;

quantumcircuitsanduniversality;relationshipbetweenquantumandclassicalcomplexity

classes;simplequantumalgorithms;quantumFouriertransform;Shorfactoringalgorithm;

Groversearchalgorithm;physicalrealizationofquantumcomputation;error-correctionand

fault-tolerance;quantumkeydistribution.[Offered:W]

CS658ComputerSecurityandPrivacy(0.50)LAB,LEC

Securityandprivacyissuesinvariousaspectsofcomputing.Specifictopicsinclude:comparing

securityandprivacy,programsecurity,writingsecureprograms,controlsagainstprogram

threats,operatingsystemsecurity,formalsecuritymodels,networksecurity,Internet

applicationsecurityandprivacy,privacy-enhancingtechnologies,databasesecurityandprivacy,

inferencedatamining,securitypolicies,physicalsecurity,economicsofsecurity,andlegaland

ethicalissues.(Note:KnowledgeofoperatingsystemsequivalenttothatobtainedfromCS350

isassumed.)

CO481LEC,TST0.50IntroductiontoQuantumInformationProcessing

Basicsofcomputationalcomplexity;basicsofquantuminformation;quantumphenomena;

quantumcircuitsanduniversality;relationshipbetweenquantumandclassicalcomplexity

classes;simplequantumalgorithms;quantumFouriertransform;Shorfactoringalgorithm;

Groversearchalgorithm;physicalrealizationofquantumcomputation;error-correctionand

fault-tolerance;quantumkeydistribution.[Offered:W]

CO685TheMathematicsofPublic-KeyCryptography(0.50)LEC

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Anin-depthstudyofpublic-keycryptography,including:number-theoreticproblems-prime

generation,integerfactorization,discretelogarithms;public-keyencryption;digitalsignatures;

keyestablishment;secretsharing;andsecuritydefinitionsandproofs.

CO687AppliedCryptography(0.50)LEC

Abroadintroductiontocryptography,highlightingthemajordevelopmentsofthepasttwenty

years,includingsymmetricciphers,hashfunctionsanddataintegrity,public-keyencryptionand

digitalsignatures,keyestablishment,andkeymanagement.Applicationstointernetsecurity,

computersecurity,communicationssecurity,andelectroniccommercewillbestudied.

ECE628ComputerNetworkSecurity(0.50)LEC

Evolutionofcomputersecurity.Typesofsecuritythreats,hardwarethreats,softwarethreats,

physicalthreats,cryptanalysis.Thetheoryofsecuremessagepassing.Methodsofencryption,

privatenetworks,DataEncryptionStandard,PublicKeyCryptosystems.SecrecyandPrivacyina

networkenvironment,longhaulnetworks,localareanetworks.Protocolsforcomputer

networksecurity.

PHYS467LEC,TST0.50IntroductiontoQuantumInformationProcessing

Basicsofcomputationalcomplexity;basicsofquantuminformation;quantumphenomena;

quantumcircuitsanduniversality;relationshipbetweenquantumandclassicalcomplexity

classes;simplequantumalgorithms;quantumFouriertransform;Shorfactoringalgorithm;

Groversearchalgorithm;physicalrealizationofquantumcomputation;error-correctionand

fault-tolerance;quantumkeydistribution.[Offered:W]

BE600ManagementandLeadership(0.50)

Thiscourseprovidesstudentswiththeopportunitytodeveloparangeofsoftskillsandthe

businessacumennecessarytomaximizethelikelihoodofbusinesssuccess.Topicsinclude

communicationandinterpersonalskills,leadership,andnegotiationskills.Arangeofapplied

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approachesareused,includingintegratedcases,simulations,andinteractionwiththelocal

businesscommunity.MEngandGDipstudentsonly.

BE606Entrepreneurshipandinnovation(0.50)

Thiscourseintroducesstudentstothetheoryunderlyingentrepreneurship,venturecreation

andinnovationmanagement,aswellasitspracticalimplications.Topicscovered

includeintroductiontoentrepreneurshipandinnovation,thedynamicsofinnovation,

corporateentrepreneurshipandcommercialization,venturecreationand

themanagementofhigh-performanceinnovativeteams.

VII. Mode of Delivery AllinstructionintheQuantum-SafeCryptographyprogramwillbegivenface-to-face.The

courseswillbedeliveredineitherthetraditionalweeklyformatorasintensiveblockcourses.

BlockcourseswillbeofferedintheSpringterms,lastingbetween1and2weeks.Thecourses

willhaveacreditweightof0.5andthereforerequireatotalof36hoursoflectures.Itis

reasonabletoexpectthelecturestobedeliveredoverthecourseof4-5fulldays.Thisblock

courseformatmayprovechallengingforsomestudentsasitcouldaffecttheirother

registrationduringthespringterm,howeverTable3indicatesthattherearesignificantlyless

courseofferingsintheSpringterms.Similarly,theintensiveinstructionmodelisgrowingin

popularityatseveralCanadianUniversitiesandtheCryptoWorks21hasalreadyimplemented

theequivalentofa0.5creditprofessionalskillscourseinpastspringtermsina1-weekperiod.

VIII. Assessment of Teaching and Learning

a. Teaching Assessment

Toensurethestudentsarereceivingthehighestqualityinstructionandcoursecontent,the

courseregistrantswillbepolledelectronicallywithanumberofspecificandopenended

questions.Theresponseswillbecollatedandanalyzedtoinformfuturecoursecontentand

instruction.AsenrollmentintheproposedGraduateDiplomainQuantum-SafeCryptography

increasestheremaybesomemeritinemployingmoreformalizedcourseevaluations,however

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thecurrentpracticeusedbytheCryptoWorks21programcouldbeuseduntilsuchachange

becomesnecessary.

b. Learning Assessment

Eachoftherequiredcourseswillemployanumberofdifferentevaluationtools.Studentswill

beexpectedtodemonstratetheknowledgetheyhavegainedthoughcompletionofquizzes,

writtenassignments,possibleshortresearchpapers,andmockcourseproposals.Someofthe

technicalcourseswillcontainafinalexamination;theevaluationtoolswillbechosenatthe

discretionoftheinstructor.

Thediplomaprogramwillincludenewgraduatediplomaseminarmilestonestoprovide

studentsthenecessarytraininginQuantum-SafeCryptography.Themilestoneswillbe

evaluatedbydiplomafacultymembersandrecordedascompleteonthestudent'stranscript.

IX. Resources ThemajorityoftheresourcesrequiredtoruntheGraduateDiplomainQuantum-safe

Cryptographyarealreadyinplaceandwouldnotputanyadditionalstrainonthecurrent

fundingmodel.

Teachingofthecoursematerialwouldcontinuetobeofferedbytheexistingfaculty,insome

caseswithsupportfrompostdocsorvisitors.Fourofthefiveprofessionalskillswillbecovered

bycoursestobeofferedbyConrad(anddeliveredastwo0.5creditcourses).CBETwouldbe

requiredtorunadditionalsectionsofBE600and606forthediplomastudents.CBEThas

agreedtoscheduletheadditionalsections,enrollmentinthesesectionswillbecontrolledby

permissionnumbersissuedbyCBET.Theresourcesrequiredtoofferthespecialsectionsof

BE600andBE606arebetween$42kand$90kperyear.MarkWeberfromCBETandMichele

MoscafromCW21haveagreedonCBET’steachingcommitments.CW21willcompensateCBET

viainternalchargeouttocoverthecostofthepercreditcost.AfractionofaCW21staff

personisneededtomanagetheadministrativeoverhead.

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Itisunlikelythatadditionalsectionsoftheotherlistedalternativecourseswouldberequiredas

weareanticipatingasmallcohortofstudentstoregisterinselectcoursesoverthecourseof

theirdegree.Additionally,thestudentswillhavethefreedomtoenrollinthecoursesatany

pointduringtheirdegreemeaningitisunlikelyalargegroupofdiplomastudentswillenrollin

thesamecourseatthesametime.Historicallyenrollmentinthelistedalternativecoursesis

belowthesetcap(~5-15students)whichshouldallowfortheregistrationofafewdiploma

studentseachoffering.Similarly,thereisnoadditionalspace,equipmentorTAandTechnical

staffrequiredforthediplomaprogram.

ThecurrentCW21staffmemberswilltakeontheadministrativetasksassociatedwiththe

diplomaprogram.Specifically,thestaffwilltakeonthetrackingofstudents'progressthrough

theprogramandcommunicationwiththeGraduateStudiesOffice.Therewillbeverylittle

requiredofstaffmembersinthedepartmentsassociatedwiththediplomaprogram.Insome

cases,staffinIQCandConradBusinesswouldberequiredtoscheduleanadditionalsectionofa

courseorissuepermissionnumbers,thesestaffmembersareawareofthispossibilityandhave

noconcernswiththework.

TheCryptoWorks21programwillprovidethenecessaryadditionalfunding.CryptoWorks21is

currentlyfundedbyNSERCaswellasmatchingfundsfromvariousuniversitysources.Inthe

courseof6-yeargrantperiod,CW21havematchingfundsfromtheProvostoffice($60kinyear

1and$120kforthesubsequentyears),DeanofMath($20kinyear1and$30kforthe

subsequentyears),DeanofScience(sameasMath),DeanofEngineering($5kinyear1and

$10kforthesubsequentyears)andIQC($15kinyear1and$50kinsubsequentyears).Wealso

havematchingfundsfromourpartnerinstitutions($30kinyear1and$60kinsubsequent

years).Thetotalofthematchingfundscontributestoa100%matchofNSERCCREATEgrant.

Anyadditionalfundingwillcomefromexternalsources.Weareintheprocessofnegotiatinga

substantialinitialcontributionof2-3yearsfromamajorsponsor(≥$100kperyear),andare

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continuingtoexplorevariousotherindustryandgovernmentcontributions.Thereis

widespreadinterestinthisprogramfromindustryandgovernment.Thisdiplomaalignse.g.

withtheaimsofaCybersecurityNCEapplicationweareparticipatingin,aswellasthe

CybersecurityandPrivacyInitiativeunderwayatUW.

Inadditiontoseveralotherrequestscurrentlybeingpursued,thereissufficientbalanceinthe

currentCryptoWorks21matchingfundstofundthefirstyearoftheprogramifneeded.

X. Quality and Other Indicators ThecityofWaterloohasattractedhighcaliberprofessionalsinthefieldofcryptographyin

quantumcontextforseveralyears.TheFacultyinvolvedwiththeproposedQuantumSafe

CryptographyGraduateDiplomaarehighlyvisibleleadersintheglobalcommunity(as

illustratedbytheirCurriculumVitaeinAppendixD).ThecaliberoftheFacultydesigningand

instructingtheprogramspeakstotheoverallqualityoftheprogram.TheFacultyand

Instructorsrepresentawiderangeofacademicexpertisethatcombinetocoverthebreadthof

skillsbeingtaughtintheprogram.AswellasthecurrentprimaryFacultymembers,the

programwillcallonguestspeakerstogivelecturesandallowthestudentstoreceivethemost

relevantandup-to-dateinstructionavailableinthefield.

XI. Projected Enrollment Sinceitsinceptionin2012theexistingCryptoWorks21programhasgrowninpopulationfrom

23to64students.Applicationstothecurrentprogramarefurtherevidenceoftheincreased

interestandneedforaformalizedprograminQuantumSakeCryptography.Initsfirstyearof

existencetheCW21programreceivedatotalof37applications(fromgraduatestudentsand

postdoctoralfellows)sinceOctober2013CW21hasreceivedanadditional229applications

(fromgraduateandpostdoctoralfellows)with161ofthoseapplicationsreceivedinthepast2

years.Thesenumbersareaclearindicationofthedemandforprogrammingspecializingin

Quantum-SafeCryptography.Itisourexpectationthatwithaspecificcredentialattachedto

thespecializedtrainingtheprogramwillattractasmallclass,about15students,inyearoneof

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theprogram.BasedontheexistingCW21programenrolment,weanticipatea50/50split

betweendomesticandInternationalstudents.

ConsideringthegrowthrateoftheCW21programweanticipateenrollmenttogrowsteadily

witheachacademiccycle.AdmissiontotheGraduateDiplomainQuantumSafeCryptography

wouldbegrantedtoanystudentalreadyadmittedtoaUniversityofWaterloograduate

program.ItismostlikelythatstudentswhochoosetopursuetheQuantum-SafeCryptography

Diplomawillberegisteredintheprogramswelistedintheadmissionssection.

DemandforexpertsinInformationProtectionincreaseseachdaywiththegrowingcasesof

compromisedsecurity.Asdemandgrowswewillbeofferingacredentialnotwidelyavailablein

theacademiccommunity.Marketdemandshouldensurestronginitialenrollmentfromcurrent

UniversityofWaterloostudentsandhavethepotentialattractstudentstoenrollatthe

Universitytohaveaccesstothisuniquediplomaprogram.

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Appendix A

Program Outcomes

Courses to Outcomes

Courses to Expectations

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TableXI-a:ProgramOutcomes

PROGRAMOUTCOMES

1.DepthandBreadthofKnowledge

2.Researchand

Scholarship

3.LevelofApplicationofKnowledge

4.ProfessionalCapacity/Autonomy

5.LevelofCommunicationsSkills

6.AwarenessofLimitsofKnowledge

Tounderstandhowcryptographyisusedtoprotectourcybersystems x x x xTounderstandtheimpactquantumtechnologieswillhaveoncurrentcyberinfrastructure x x

Tounderstandboththequantumandclassicalsolutionstothequantumthreat,andtheirrespectivestrengthsandweaknesses x x Tounderstandthecurrentstateofimplementationofquantumcomputingandofquantum-safecryptography x x Tounderstandthechallengesofturningnewtechnologyintocommercializableproductsandservices x x x x xTounderstandthechallengesofbringingnewcryptographicmethodstowide-scaledeployment x x x x x

Tobeabletocommunicatetheproblemandopportunitypostedbyemergingquantumtechnologiestoarangeofrelevantstakeholders x x x x

Tounderstandstandardsandcertificationandtheirroleinwide-scaledeploymentofnewcryptographictechnology x x x x x

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TableXI-b:CoursestoOutcomes

CoursesandKeyLearningExperiencesCoreCourses Milestones ElectiveCourses(2ofthefollowingrequired)

BE606 BE600TechnicalSkills

Standards&Certification

IntegrationofTechnical

andProfessional

SkillsCS658/ECE628

CO685/CO687

QIC890(topic2)

QIC890(topic3)

QIC891(topic5)

QIC710/CO481/CS467/PHYS4

67Tounderstandhowcryptographyisusedtoprotectourcybersystems x x x x Tounderstandtheimpactquantumtechnologieswillhaveoncurrentcyberinfrastructure x x xTounderstandboththequantumandclassicalsolutionstothequantumthreat,andtheirrespectivestrengthsandweaknesses x x x x xTounderstandthecurrentstateofimplementationofquantumcomputingandofquantum-safecryptography x x x xTounderstandthechallengesofturning x x x x

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newtechnologyintocommercializableproductsandservicesTounderstandthechallengesofbringingnewcryptographicmethodstowide-scaledeployment x x x x x Tobeabletocommunicatetheproblemandopportunitypostedbyemergingquantumtechnologiestoarangeofrelevantstakeholders x x x Tounderstandstandardsandcertificationandtheirroleinwide-scaledeploymentofnewcryptographictechnology x x x

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TableXI-c:CoursestoExpectations

CoursesandKeyLearningExperiences CoreCourses Milestones ElectiveCourses(2ofthefollowingrequired)

BE606 BE600TechnicalSkills

Standards&

Certification

IntegrationofTechnicalandProfessional

SkillsCS658/ECE628

CO685/CO687

QIC890(topic2)

QIC890(topic3)

QIC891(topic5)

QIC710/CO481/CS467/PH

YS467(Quantum

Computation)

1.DepthandBreadthofKnowledge Asystematicunderstandingofknowledgeandacriticalawarenessofcurrentproblemsand/ornewinsights,muchofwhichisat,orinformedby,theforefrontoftheiracademicdiscipline,fieldofstudy,orareaofprofessionalpractice; x x x x x x x x x x x2.ResearchandScholarship Aconceptualunderstandingandmethodologicalcompetencethat: i)Enablesaworkingcomprehensionofhowestablishedtechniquesofresearchandinquiryareusedtocreateandinterpretknowledgeinthediscipline; x x x x x x x

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ii)Enablesacriticalevaluationofcurrentresearchandadvancedresearchandscholarshipinthedisciplineorareaofprofessionalcompetence; x x x x x x xiii)Enablesatreatmentofcomplexissuesandjudgmentsbasedonestablishedprinciplesandtechniques;and, x x x x x x x x x x xOnthebasisofthatcompetence,hasshownatleastoneofthefollowing: i)Thedevelopmentandsupportofasustainedargumentinwrittenform;or x x ii)Originalityintheapplicationofknowledge. x x 3.LevelofApplicationofKnowledge Competenceintheresearchprocessbyapplyinganexistingbodyofknowledgeintothecriticalanalysisofanewquestionorofaspecificproblemorissueinanewsetting. x x x x 4.ProfessionalCapacity/Autonomy a.Thequalitiesandtransferableskillsnecessaryforemploymentrequiring: i)Theexerciseofinitiativeandofpersonalresponsibilityandaccountability; x

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ii)Decision-makingincomplexsituations; x x x b.Theintellectualindependencerequiredforcontinuingprofessionaldevelopment; x c.Theethicalbehaviorconsistentwithacademicintegrityandtheuseofappropriateguidelinesandproceduresforresponsibleconductofresearch;and x x x d.Theabilitytoappreciatethebroaderimplicationsofapplyingknowledgetoparticularcontexts. x x x 5.LevelofCommunicationsSkills Theabilitytocommunicateideas,issuesandconclusionsclearly. x x x 6.AwarenessofLimitsofKnowledge Cognizanceofthecomplexityofknowledgeandofthepotentialcontributionsofotherinterpretations,methods,anddisciplines. x x x x x x x x x x

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Appendix B

Graduate Studies Program Revision Template

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Graduate Studies

Program Revision Template

Prior to form submission, review the content revision instructions and information regarding

major/minor modifications. For questions about the form submission, contact Trevor Clews, Graduate

Studies Office.

Faculty: Mathematics

Program: Graduate Diploma (GDip) in Quantum-Safe Cryptography

Program contact name(s): Michele Mosca

Form completed by: Jessica Parris

a. Description of proposed changes:

Note: changes to courses and milestones also require the completion/submission of the SGRC

Course/Milestone-New/Revision/Inactivation form (PC docx version or MAC docx version).

See attached program proposal, including the SGRC Course/Milestone-New/Revision/Inactivation

forms.

Is this a major modification to the program? Yes

Rationale for change(s):

See attached program proposal.

Proposed effective date: Term: Winter Year: 2018

Current Graduate Studies Academic Calendar (GSAC) page (include the link to the web page

where the changes are to be made):

No current GSAC content (new program). Content will be located in the Department of

Combinatorics and Optimization section of the GSAC:

https://uwaterloo.ca/graduate-studies-academic-calendar/mathematics/department-combinatorics-

and-optimization

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Current Graduate

Studies Academic

Calendar content:

Proposed Graduate Studies Academic Calendar content:

No current content

Graduate Diploma (GDip) in Quantum-Safe Cryptography

Program information

o Delivery mode

o On-campus

o Program type

o Diploma

o Study option(s)

o Coursework

Admission requirements

o Minimum requirements

o The Graduate Diploma (GDip) in Quantum-Safe Cryptography is offered in

conjunction with existing master's or doctoral degrees. To be eligible for the GDip in

Quantum-Safe Cryptography, students have to be enrolled in a master's or doctoral

program in a department that already offers an approved graduate degree.

o Students from any faculty may indicate their intent to enroll in the GDip in Quantum-

Safe Cryptography by completing the QSC (Quantum-Safe Cryptography) Diploma

Enrollment Form, available on the Cryptoworks 21 website.

b. Degree requirements

Coursework option:

o Courses

o To receive the GDip in Quantum-Safe Cryptography, students must

successfully complete 4 one-term (0.50) graduate level courses, 2 required

courses and 2 elective courses:

§ Required courses:

• BE 600 Management and Leadership

• BE 606 Entrepreneurship and Innovation

§ Elective courses (choose 2 from the following list):

• CO 685 The Mathematics of Public-Key Cryptography

• CO 687 Applied Cryptography

• CS 658 Computer Security and Privacy

• ECE 628 Computer Network Security

• QIC 710/AMATH 871/CO 681/CS 768/PHYS 767 Quantum

Information Processing

• QIC 890 Topic 2 Topics in Quantum Information: Applied Quantum

Cryptography

• QIC 890 Topic 3 Topics in Quantum Information: Implementation of

Quantum Communication

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Current Graduate

Studies Academic

Calendar content:

Proposed Graduate Studies Academic Calendar content:

• QIC 890 Topic 19 Topics in Quantum Information: Topics in

Quantum-Safe Cryptography

• Other courses as approved by the CryptoWorks 21 Technical Skills

Committee.

o Link(s) to courses

Combinatorics and Optimization (CO) courses

Graduate course search

o Diploma Seminar 1 – Technical Skills

Students must complete 6 in-class modules (or the listed course alternative), a module

will consist of 6 hours of lecture and an assignment. Students can forgo any one of the 6

modules in favor of a listed course alternative in the corresponding skill area. Any

graduate courses completed in this way can be used towards the course requirements

for the GDip.

TECHNICAL SKILL

AREA

SHORT MODULE COURSE ALTERNATIVE (other

courses as approved by the

CryptoWorks21 Technical Skills

Committee)

Network Security CW21 Network Security

module

CS 658, ECE 628

Cryptography CW21 Cryptography

module

CO 685, CO 687

Post-Quantum

Cryptography

CW21 Post-Quantum

Cryptography module

Currently no alternative

Quantum

Cryptography

Theory

CW21 Quantum

Cryptography Theory

module

QIC 890 Topic 2 Applied Quantum

Cryptography

Implementation of

Quantum

Communication

CW21 Implementation

of Quantum

Communication module

QIC 890 Topic 3 Implementation of

Quantum Communication

Quantum

Computation

CW21 Quantum

Computation module

QIC 710/AMATH 871/CO 681/CS

768/PHYS 767

CO 481, CS 467, PHYS 467

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Current Graduate

Studies Academic

Calendar content:

Proposed Graduate Studies Academic Calendar content:

(acceptable alternatives for

milestones, however, Undergraduate

courses cannot be counted towards

the GDip course requirements)

o Diploma Seminar 2 – Standards and Certification

Completion of a 2-day workshop with culminating assignment.

This milestone will focus on the importance of standards and certification when introducing

new technologies to the marketplace and the avenues for standardization and certification of

quantum-safe cryptographic technologies.

Students will develop an understanding of several components of these topics including:

• Standards

• Relevance

• Importance for deployability

• Competitiveness

• Large-scale adoption

• Compliance organizations and development

o Diploma Seminar 3 – Integration of Professional and Technical Skills

Completion of a 2-day workshop with culminating assignment.

This seminar will inform students how to apply core concepts in entrepreneurship to a new

venture or academic research. Students will use the Lean Launchpad approach to identify

and validate problems and to arrive at executable research or a commercial solution. The

intended learning outcomes for the milestone are:

• Define the lean canvas and explain its purpose.

• Distinguish and summarize the difference between the product and market, understand

their fit and articulate the definition of: key metrics, unique value proposition, unfair

advantage, channels, customer segments, cost structure and revenue streams.

• Construct customer profiles; engage in customer development and product market

validation for an academic project or new venture.

• Develop an applicable intellectual property strategy to their product and idea.

• Assemble a pitch and be able to effectively present and articulate their business idea or

research project clearly.

• Provide alternative views to expand and support their research and testing.

How will students currently registered in the program be impacted by these changes?

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Section will expand to accommodate content. Please include details here.

Departmental approval date (mm/dd/yy):

Reviewed by GSO (for GSO use only) date (mm/dd/yy):

Faculty approval date (mm/dd/yy):

Senate Graduate & Research Council (SGRC) approval date (mm/dd/yy):

Senate approval date (mm/dd/yy) (if applicable):

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Appendix C

New Milestones

Integration of Technical and Professional Skills

Standards and Certification

Technical Skills

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Appendix D

Curriculum Vitae

Bartholomew, Rachel

Beynon, Wm Douglas

Hurwitz, Marc

Jao, David

Jennewein, Thomas

Lutkenhaus, Norbert

Menezes, Alfred

Mosca, Michele

Weber, J. Mark

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CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberofprogrametc.)

Bartholomew,Rachel

IndustryProfessional

MemberoftheGraduateFaculty:no

b) DEGREES:designation,institution,department,yearMBA EntrepreneurshipandTechnology,UniversityofWaterloo,2014.

BBA InformationTechnologyManagement,YorkUniversity,2013.

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firmNov.2016-present ManagerofInnovation,MeridianCreditUnion

Aug.2016-present Co-Founder,Servii.io

Sept.2013-present Founder,TheModMarketInc.

April2016-Oct.2016 BusinessDevelopmentManager,AdvancedChemicalTechnologies

Feb.2014-Aug.2016 CourseFacilitator&Coordinator,ConradBusiness,Entrepreneurship

andTechnologyCentre

July2015-Nov.2015 ProductDevelopmentManage,4DVirtualSpace

July2014-July2015 BusinessAnalyst,CyberNorthVenturesInc.

April2014-Aug.2015 EntrepreneurialAdvisorandInstructor,ConradCentreforBusiness,

EntrepreneurshipandTechnology

Sept.2013-June2014 ProjectLead,HumanVelocityInc.

April2013-Jan.2014 HeadofMarketingandFinance,TebMed

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)Certifications:

2014 ProjectManagementProfessional

2014 TechnicalSales

2014 FundamentalsofManagementConsulting

2016-present CharteredInvestmentManager

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e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmembershipsinsocieties)

f) GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogressg) GRADUATECOURSES:past7years,byyear1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,

industry,government,foundations,other);amount;principalinvestigator;purpose(research,travel,

publications,etc...)

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawarded

throughtheUniversity,

h) PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandincludethefollowinginformation:booksauthored,booksedited(alistofthechapterscontributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedintheabovecategory),papersinrefereedjournals,papersinrefereedconferenceproceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemustshowthenamesoftheauthorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepagenumbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored............................................................................................................................

-Booksedited................................................................................................................................

-Chaptersinbooks........................................................................................................................

-Papersinrefereedjournal.........................................................................................................

-Papersinrefereedconferenceproceedings................................................................................

-Technicalreports.........................................................................................................................

-Abstractsand/orpapersread......................................................................................................

-Others(workshopspresented)....................................................................................................

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papersin

refereedjournals.

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Beynon,WmDouglas January2017

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CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberofprogrametc.)Beynon,WmDouglas

IndustryProfessional

MemberoftheGraduateFaculty:no

b) DEGREES:designation,institution,department,yearPh.D. Business,UniversityofKansas,1977.

MASc ManagementSciences,UniversityofWaterloo,1973.

BASc MechanicalEngineering,UniversityofWaterloo,1970.

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm2015-present DirectorandCEO,AdvancedChemicalTechnologies

2013-present President,KeiretsuForum,WaterlooChapter

2009-present President,BeynonEnterprises

2009-present Entrepreneur-in-Residence,the ConradBusiness,Entrepreneurship&

TechnologyCentre,UniversityofWaterloo

2012-present Facilitator,InnovatorsAlliance

2011-2014 CEO, TechnologyConvergenceInc.

2010-2011 Co-CEOBrandlogoCommunicationsInc.

2009-2010 Co-CEOSquareFootMedia,Inc.

2003-2009 FounderandChairoftheAdvisoryCouncil,ConradBusiness

Entrepreneurship&TechnologyCentre,UniversityofWaterloo

1999-2012 Member,Innovator’sAlliance

1993-1998 FounderandBoardMember,EnvironmentalBusinessNetwork,

Waterloo/Guelph

1993-1998 VicePresidentWaterlooRegion,OCETA

1987-1993 Co-FounderandMember,ExecutiveDevelopmentGroup,Waterloo

1983-2009 ManagingPartner,BeynonHowes

1983-1985 Manager,ReedMedicalGroup

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1977-1983 VicePresidentR&D,OrganizationalSystemsInc.

1977-1978 VisitingProfessor,Business,UniversityofKansas

1976-1977 AssistantProfessor,Commerce,SimonFraserUniversity

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)

e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmembershipsinsocieties)Executive

2013-present BoardMember,SponsorsOneInc.

2003-2012 BoardMember&Chair,BLOOM(formerlytheOntarioCentrefor

EnvironmentalTechnologyAdvancement-OCETA)

2012-present BoardMember,ElectricalContactsLimited(ECL)

2012-present BoardMember,UbiquitySolarInc

2012-present BoardMember,PinPointCaymanHoldingsInc

f) GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogress

g) GRADUATECOURSES:past7years,byyear

h) EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,industry,government,foundations,other);amount;principalinvestigator;purpose(research,travel,publications,etc...)

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawarded

throughtheUniversity,etc.]

i) PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandincludethefollowinginformation:booksauthored,booksedited(alistofthechapters

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contributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedintheabovecategory),papersinrefereedjournals,papersinrefereedconferenceproceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemustshowthenamesoftheauthorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepagenumbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthevariouscategories.1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored............................................................................................................................

-Booksedited................................................................................................................................

-Chaptersinbooks........................................................................................................................

-Papersinrefereedjournal.........................................................................................................

-Papersinrefereedconferenceproceedings................................................................................

-Technicalreports.........................................................................................................................

-Abstractsand/orpapersread......................................................................................................

-Others(workshopspresented)....................................................................................................

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papersin

refereedjournals.

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45

CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberofprogrametc.)

Hurwitz,Marc

Assistantprofessor,tenured

MemberoftheGraduateFaculty:yes

b) DEGREES:designation,institution,department,yearCMC CertifiedManagementConsultant,CMC-Ontario,2016.

Ph.D. CognitiveNeuroscience,UniversityofWaterloo,2010.

MBA WilfridLaurierUniversity,2000.

MSc AppliedMathematics,UniversityofGuelph,1988.

MSc NuclearPhysics,McMasterUniversity,1984.

BSc TheoreticalPhysics,UniversityofGuelph,1983.

CertifiedEmployeeBenefitSpecialist,2005.

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm2014-present AssociateDirector,UndergraduateStudies&Lecturer,ConradBusiness,

EntrepreneurshipandTechnologyCentre,UniversityofWaterloo.

2002-2014 AssistantProfessor&Instructor,WilfridLaurierUniversity.

2006-present Foundingpartner,ChiefInsightOfficer,FliPskillsConsulting&FliP

University.

2006-2014 Consultingpartner,ThinkxIC.

1997-2006 AssistantVicePresidentMarketing&Communications,AVPWeb

Integration(GroupBenefits),ManulifeFinancial.

1999-2000 ManagerStochasticRiskPricing(WealthManagement),Manulife

Financial.

1997-1999 TrainingManager(HRIS);PerformanceImprovementConsultant

(WealthManagement),ManulifeFinancial.

1990-1997 PresidentandCo-Founder,MathPlusLearningCentres.

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)GoldMedalist,WilfridLaurierUniversity,2000.

e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmembershipsinsocieties)

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f) GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogress

NAMEOFSTUDENTSsupervisedwithinthepastsevenyears,titleofthesisofproject,yearoffirst

registrationandyearofcompletion:

g) GRADUATECOURSES:past7years,byyear

h) 1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,industry,government,foundations,other);amount;principalinvestigator;purpose(research,travel,publications,etc...)

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawardedthroughtheUniversity,etc.]

i)PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandincludethefollowinginformation:books

authored,booksedited(alistofthechapterscontributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedinthe

abovecategory),papersinrefereedjournals,papersinrefereedconferenceproceedings,technicalreports,abstractsand/orpapersread,and

others.Eachtitlemustshowthenamesoftheauthorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepagenumbers.

Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored............................................................................................................................2

-Booksedited................................................................................................................................0

-Chaptersinbooks........................................................................................................................3

-Papersinrefereedjournal...........................................................................................................9

-Papersinrefereedconferenceproceedings................................................................................8

-ProfessionalPublucations............................................................................................................2

-Abstractsand/orpapersread......................................................................................................0

-Others(workshopspresented)....................................................................................................23

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papersin

refereedjournals.

Booksauthored:

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1. Hurwitz,M.,&Hurwitz,S.(2015).Leadershipishalfthestory:Afreshlookatfollowership,leadership,&collaboration.Toronto,Canada:UniversityofTorontoPress-RotmanPublishing.

2. Koonce,R.,Bligh,M.,Carsten,M.,&Hurwitz,M.(Eds.)(2016).Followershipinaction:Casesandcommentaries.Bradford,UK:EmeraldGroupPublishing.

ChaptersinBooks:

1. Hurwitz,M.&Hurwitz,S.(2016).Amistakeinthenumbers.InR.Koonce,M.Bligh,M.Carsten,&M.Hurwitz(Eds.),Followershipinaction.Bradford,UK:EmeraldGroupPublishing.

2. Hurwitz,M.&Hurwitz,S.(2016).Theacquiredexecutive.InR.Koonce,M.Bligh,M.Carsten,&M.Hurwitz(Eds.),Followershipinaction.Bradford,UK:EmeraldGroupPublishing.

3. Hurwitz,M.(2015).Howtobeabetterfollower.InD.DeRuyver&J.Gardiner(Eds.),Becomingabetterleader:Applyingkeystrategies(pp.22-29).Routledge,jointlywithInternationalLeadershipAssociation.

PapersinrefereedJournals:

1. Colbry,S.,Adair,R.,&Hurwitz,M.(2014).Collaborationtheory.JournalofLeadershipEducation,Special2014,65-75.2. Cavezian,C.,Valadao,D.,Hurwitz,M.,Saoud,M,&Danckert,J.(2012).Findingcentre:OcularandfMRIinvestigationsofbisectionandlandmarktaskperformance.BrainResearch,1437,89-103.

3. Hurwitz,M.,Valadao,D.,&Danckert,J.(2011).FunctionalMRIofdynamicjudgmentsofspatialextent.ExperimentalBrainResearch,214,61-72.4. Hurwitz,M.,Valadao,D.,&Danckert,J.(2011).Staticversusdynamicjudgmentsofspatialextent.ExperimentalBrainResearch,209,271-286.

5. Valadao,D.,Hurwitz,M.,Danckert,J.(2010).Examiningtheinfluenceof‘noise’injudgementsofspatialextent.ExperimentalBrainResearch,207,2010.

6. Merrifield,M.,Hurwitz,M.,Danckert,J.(2010).Multimodaltemporalperceptiondeficitsinapatientwithleftspatialneglect.CognitiveNeuroscience,1(4),244-253.

7. Hurwitz,M.&Hurwitz,S.(2009).Theromanceofthefollower:part3.IndustrialandCommercialTraining,41(6),326-333.

8. Hurwitz,M.&Hurwitz,S.(2009).Theromanceofthefollower:part2.IndustrialandCommercialTraining,41(4),199-206.9. Hurwitz,M.&Hurwitz,S.(2009).Theromanceofthefollower:part1.IndustrialandCommercialTraining,41(2),80-86.

Papersinrefereedconferenceproceedings:

1. Hurwitz,M.(2015).Kirkvs.Spock:Intothedecision.InternationalLeadershipAssociationAnnualMeeting.2. Hurwitz,M.(2015).Leadershipishalfthestory:What'smissingfromourcollaborations?InternationalLeadershipAssociationAnnualMeeting.

3. Hurwitz,M.,Poon,R.,&Piggot-Irvine,E.(2015).Neuroscienceandleadership:Atimelymarriageofdisciplinesorshouldwejustbedating?InternationalLeadershipAssociationAnnualMeeting.(Paneldiscussion-Hurwitz,M:Chair)

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4. Koonce,R.,Bligh,M.,&Hurwitz,M.(2015).Followershipinaction.InternationalLeadershipAssociationAnnualMeeting.(Paneldiscussion-Koonce,R:Chair)

5. HurwitzM.,Colbry,S.,&Adair,R.(2014).Collaborationtheory.InternationalLeadershipAssociationAnnualMeeting.6. Hurwitz,M.(2013).Aninitialmodelforpartnerships.Presentationat:InternationalLeadershipAssociationAnnualMeeting.

7. Hurwitz,M.,Valadao,D.,DanckertJ.(2010).AnfMRIstudyofdynamicjudgmentsofspatialextent.PosterpresentedatVisionsSciencesSocietyannualmeeting,2010.8. Tkaczyk,A.,Meza,C.,Hurwitz,M.,Anderson,B.,&Danckert,J.Updatingtemporalrepresentations.Posterat:VisionSciencesSocietyannualmeeting,2011.

c. ProfessionalPublications:

1. Hurwitz, S. & Hurwitz, M. (2012). Foundations of leadership and followership. The Bottom Line. 2. Hurwitz, S. & Hurwitz, M. (2010). The missing ingredient in talent development. Management Magazine, May, 2010.

Others(workshopspresented):

1. USDepartmentofDefense2. U.S.military3. SchlegelVillages4. StrategicCapabilitiesNetwork5. Desire-2-Learn6. MennoniteEconomicDevelopmentAssociation7. InstituteforPerformanceandDevelopment(formerly:CanadianSocietyofTraining&

Development)8. ConferenceBoardofCanada9. LeadershipWaterloo10. AssociationforTalentDevelopment(formerlyASTD)11. EngineeringCareerCoach.com12. NAVCanada13. ILA14. CPACanada15. CPAOntario16. InstituteforPublicAdministrationCanada17. GlobalProjectManagementInstitute18. CanadianFoodInspectionAgency19. SethHospitality

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20. Microsoft21. UniversityofWaterloo22. CityofEdmonton23. CambridgeFoodBan

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CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberofprogrametc.)

Jao,DavidY.

Associateprofessor,nottenured

MemberoftheGraduateFaculty:yes

b) DEGREES:designation,institution,department,yearPh.D.DepartmentofMathematics,HarvardUniversity,Cambridge,MA,2003

S.B.,Mathematics,MassachusettsInstituteofTechonology,Cambridge,MA,1998

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm2014-present- Director,CentreforAppliedCryptographyResearch(CARC)

2011-present- AssociateProfessor,DepartmentofCombinatorics&Optimization,

UniversityofWaterloo

2006-2011- AssistantProfessor,DepartmentofCombinatorics&Optimization,

UniversityofWaterloo

2003-2006- Post-doctoralResearcher,MicrosoftResearch

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)OntarioMinistryofResearchandInnovation,EarlyResearcherAward,2009

SigmaXi,TheScientificResearchSociety,Fullmembership,2007

HarvardUniversity,CertificateofDistinctioninTeaching,2003

NationalDefenseScienceandEngineering(NDSEG)GraduateFellowship,1999

NationalScienceFoundation,NSFGraduateResearchFellowship,1999

MassachusettsInstituteofTechnology,JonA.BucselaPrizeinMathematics,1998

Top25intheWilliamLowellPutnamMathematicalCompetition,1997

BarryM.GoldwaterScholarship,1996.

e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmembershipsinsocieties)

ProgramCommitteemembership:

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PQCrypto,2014-2016

ICISC,2009-2016

TAMC,2013

IMACC,2011

SAC2010

Refereeingactivities

ANTSXII

IEEETrans.Comput.

Math.Comp.

IWSEC2011

RAIROITA

Des.Codes&Crypt.

Graphs&Combinatorics,

Pairing2010

Adv.Math.Comm.

CanadaJ.Math

J.Cryptology

ARITH-17.

f) GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogressCompleted:10MMath,1Ph.D,

Inprogress:1MMath,5Ph.D,8PDF

NAMEOFSTUDENTSsupervisedwithinthepastsevenyears,titleofthesisofproject,yearof

firstregistrationandyearofcompletion:

YounghoYoo(current)

DhinakaranVinayagamurthy(current)

JasonLeGrow(current)

ChristopherLeonardi(current)

LuisRuiz-Lopez(current)

GabrielGauthier-Shalom(current)

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ZheLiu(current)

GeovandroC.C.F.Pereira(current)

JavadDoliskani(current)

Jean-FrançoisBiasse(current)

KassemKalach(current)

RezaAzarderakhsh(current)

LucaDeFeo(current)

PatrickLonga(current)

VladimirSoukharev(Dec.2016)

JasonLeGrow(Apr.2016)

ChristopherLeonardi(Apr.2016)

LuisRuiz-Lopez(Aug.2015)

AnirudhSankar(Aug.2015)

Di-eterFishbein(Apr.2014)

Yik-SiongKok(Apr.2013)

GurleenGrewal(Apr.2012)

VladimirSoukharev(Dec.2010)

g) GRADUATECOURSES:past7years,byyearLectures:

C&O250—IntroductiontoOptimization(Winter2017)

C&O456—IntroductiontoGameTheory(Fall2016)

Math239—IntroductiontoCombinatorics(Fall2016,Winter2015,Fall2010,Fall2009,Spring

2009,Fall2008,Fall2007)

C&O487—AppliedCryptography(Winter2016,Winter2015,Winter2013,Winter2011)

C&O789—Lattice-basedCryptography(Fall2015)

C&O485/685—Public-KeyCryptography(Fall2015,Fall2014,Fall2013,Fall2010,Fall2009,Fall

2008,Fall2007)

Math145—Algebra,AdvancedLevel(Fall2014,Fall2013,Fall2011)

C&O331—CodingTheory(Winter2013,Winter2011,Winter2007)

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C&O789—Pairing-basedCryptography(Fall2011,Winter2007)

h) 1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,industry,government,foundations,other);amount;principalinvestigator;purpose(research,travel,publications,etc...)

Year Source Type* Amountperyear Purpose**

2016-2021 NSERCDiscoveryGrant C $29,000/year Research

2011-2016 NSERCDiscoveryGrant C $11,000/year Research

2011-2013 NSERCCollaborative C $66,000/year Research

Research&Development

2009-2014 OntarioMinistryofResearchG $30,000/year Research

&InnovationEarlyResearch

Award

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other,m

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawarded

throughtheUniversity,etc.]

i) PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandincludethefollowinginformation:booksauthored,booksedited(alistofthechapterscontributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedintheabovecategory),papersinrefereedjournals,papersinrefereedconferenceproceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemustshowthenamesoftheauthorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepagenumbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored.................................................................................................................

-Booksedited.....................................................................................................................

-Chaptersinbooks............................................................................................................. 1

-Papersinrefereedjournal............................................................................................... 7

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-Papersinrefereedconferenceproceedings..................................................................... 18

-Technicalreports..............................................................................................................

-Abstractsand/orpapersread...........................................................................................

-Others(workshopspresented)......................................................................................... 22

-Patents.............................................................................................................................. 7

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papers

inrefereedjournals.

ChaptersinBooks:

1.D.Jao,EllipticCurveCryptography.In:P.StavroulakisandM.Stamp(ed.),Handbookof

CommunicationandInformationSecurity,Springer-Verlag,2010.

PapersinrefereedJournals:

B.Koziel,R.Azarderakhsh,M.Mozaffari-Kermani,andD.Jao,Post-quantumcryp-tographyon

FPGAbasedonisogeniesonellipticcurves,IEEETrans.CircuitsSyst.I,Reg.Papers,toappear.

R.Azarderakhsh,D.Fishbein,G.Grewal,D.Jao,S.Hu,P.Longa,andR.Verma,Fastsoftware

implementationofbilinearpairings,IEEET.Depend.Secure.(toappear).

R.Azarderakhsh,D.Jao,andH.Lee,Commonsubexpressionalgorithmsforspace-complexity

reductionofGaussiannormalbasismultiplication,IEEE.Trans.Inf.Theory61,no.5,pp.2357–

2369.

L.DeFeo,D.Jao,andJ.Pluˆt,Towardsquantum-resistantcryptosystemsfromsupersingular

ellipticcurveisogenies,J.Math.Cryptol.8,no.3(2014),pp.209–247.

A.Childs,D.Jao,andV.Soukharev,Constructingellipticcurveisogeniesinquan-tum

subexponentialtime,J.Math.Cryptol.8,no.1(2014),pp.1–29.

PapersinRefereedConferenceProceedings:

B.Koziel,R.Azarderakhsh,D.Jao,andM.Mozaffari-Kermani,Onfastcalculationofaddition

chainsforisogeny-basedcryptography,Inscrypt2016,toappear.

B.Koziel,R.Azarderakhsh,A.Jalali,D.JaoandM.Kermani,NEON-SIDH:Effi-cient

implementationofsupersingularisogenyDiffie-HellmankeyexchangeprotocolonARM,CANS

2016,LectureNotesinComputerScience10052,pp.88–103,Springer-Verlag,Berlin,2016.

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R.Azarderakhsh,D.Jao,K.Kalach,B.Koziel,C.Leonardi,Keycompressionforisogeny-based

cryptosystems,3rdACMInternationalWorkshoponASIAPublic-KeyCryptography(AsiaPKC

2016),pp.1–10,ACMPress,NewYork,2016.

V.Soukharev,D.Jao,andS.Seshadri,Post-quantumsecuritymodelsforauthen-ticated

encryption,PQCrypto2016,LectureNotesinComputerScience9606,pp.64–78,Springer-

Verlag,Berlin,2016.

J.F.Biasse,D.Jao,andA.Sankar,Aquantumalgorithmforcomputingisogeniesbetween

supersingularellipticcurves,Indocrypt2014,LectureNotesinComputerScience8885,pp.428–

442,Springer-Verlag,Berlin,2014.

D.JaoandV.Soukharev,Isogeny-basedquantum-resistantundeniablesignatures,PQCrypto

2014,LectureNotesinComputerScience8772,pp.160–179,Springer-Verlag,Berlin,2014.

G.Grewal,R.Azarderakhsh,P.Longa,S.Hu,andD.Jao,Efficientimplementationofbilinear

pairingsonARMprocessors,SAC2012,LectureNotesinComputerScience7707,pp.149–165,

Springer-Verlag,Berlin,2013.

R.D’Souza,D.Jao,I.Mironov,andO.Pandey,Publiclyverifiablesecretsharingforcloud-based

keymanagement,Indocrypt2011,LectureNotesinComputerScience7107,pp.290–309,

Springer-Verlag,Berlin,2011.

D.JaoandL.DeFeo,Towardsquantum-resistantcryptosystemsfromsupersingularelliptic

curveisogenies,PQCrypto2011,LectureNotesinComputerScience7071,pp.19–34,Springer-

Verlag,Berlin,2011.

Others(workshopspresented):

JointMeetingsoftheAmericanMathematicalSociety(MathematicsofCryptographyspecial

session),Atlanta,GA,Jan.2017.

SecureandTrustworthyComputingCybersecurityWorkshop,UniversityofWiscon-sin,

Madison,WI,Jun.2016

2015AMMCS-CAIMSCongress,WilfridLaurierUniversity,Waterloo,ON,Jun.2015.

PIMSWorkshoponAbelianVarietiesinCryptography,UniversityofCalgary,AB,May2015.

WorkshoponCurvesandApplications,UniversityofCalgary,AB,Aug.2013.

CanadianMathematicalSocietySummerMeeting(NumberTheoryspecialsession),University

ofRegina,SK,Jun.2012.

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WorkshoponEllipticCurveCryptography,INRIA(Nancy,France),Sep.2011.

CANS2016,Universit`adegliStudidiMilano,Milan,Nov.2016.

Indocrypt2011,IndianInstituteofMathematicalSciences,Chennai,Dec.2011.

PQCrypto2011,NationalTaiwanUniversity,Nov.2011.

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CurriculumVitae

a)NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberof

programetc.)

Jennewein,Thomas

AssociateProfessor,Tenured

MemberoftheGraduateFaculty,Yes

b)DEGREES:designation,institution,department,year

DoctorateEquivalent,ExperimentalPhysics-QuantumOptics,UniversityofVienna,2002

MastersEquivalent,ExperimentalPhysics-QuantumOptics,UniversityofInnsbruck,

1997

BSc,ExperimentalPhysics,UniversityofInnsbruck,1995

c)EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm

2015-Present FullProfessor,PhysicsandAstronomy,UniversityofWaterloo

2009-2015 IQCAssociateProfessor,PhysicsandAstronomy,Universityof

Waterloo

2004-2009 ExternalLecturer,Physics,UniversityofVienna

2004-2009 SeniorScientist,InstituteforQuantumOptics,AustrianAcademy

ofSciences

2007-2008 ResearchVisitor,Physics,UniversityofBrisbane,Universityof

Queensland

2003-2004 EngineeringConsultant,BerataGmbH

1999-2003 UniversityAssistant,ExperimentalPhysics,UniversityofVienna

1999-2000 ArmyService,AustrianArmy

1997-1999 UniversityAssistant,ExperimentalPhysics,Universityof

Innsbruck,LeopoldFranzensUniversitat

1992-1995 ProductDeveloper,HarbauerElektrokomponentenGes.m.b.H

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d)HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)

EarlyResearcherAward,2011

InternationalResearchFellowshipoftheAustralianResearchCouncil,2007

LoschmidtprizeoftheAustrianPysical-ChemicalSocietyforthetopPhDThesis,2002

e)SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveand

editorialpositionsbutnotmembershipsinsocieties)

InternationalCollaboration:

Sept.2010 Collaborator,Spain,CollaboratedwithAdanCabelloattheUniversityof

Sevilleonexperimentsonqutritprotocolsandfundamentalexperiments,aswellas

loop-holefreeBell-testsusingphotonconverters.

July2011-Aug.2012Collaborator,Italy,CollaboratedwithPaoloVilloresiatUniversityof

Padovaoninvestigationofadaptiveopticsforquantumcommunicationsinfreespace.

Sept.2011 Collaborator,Australia,CollaboratedwithDanielTernoatMacquarie

Universityonphotonicquantuminformationincurvedspacetime;testingthecoupling

betweenorbitalangularmomentumandspin;foundationsofquantumphysics.

Jan.2012 Collaborator,Italy,CollaboratedwithAlbertoTosiatthePolytechnic

UniversityofMilaninanexperimentalstudyofadvancedsingle-photondetectorsand

arrays,suchasentangledphotonsfromGaAssamples,andatwo-photonsingle-photon

spectrometerandinterferences.

Jan.2012 Collaborator,Australia,CollaborationwithTimRalphattheUniversityof

Queenslandonphotonicsquantuminformationincurvedspacetime.

Sept.2012 Collaborator,UnitedStates,CollaborationwithSae-WooNamatNISTon

GHZ-entangledphotontripletsgeneratedfromcascadedSPDC,andonfuturedata

acquisitionandtime-taggingdevices.

Aug.2012 Collaborator,Austria,CollaborationwithAntonZeilingerandRupert

UrsinattheUniversityofViennaontheEuropeanquantumsatelliteproject"Space-

QUEST",andquantumTeleportationover144km,andcontinuouscollaborationon

quantumsatellitesinspace.

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Sept.2013 Collaborator,Poland,CollaboratedwithPiotrKolenderskiattheNicolaus

CopernicusUniversityinTorunonexperimentalimplementationsofspectrallypure

photonsfromSPDC.

May2013 Collaborator,UnitedKingdom,CollaborationwithIvetteFuentesatthe

UniversityofNottingham,andhergroup,onentanglementinrelativisticsettings.

Jan.2014 Collaborator,UnitedStates,CollaborationwithPaulKiwatontestingand

advancingSinglePhotonDetectorsforSpaceApplications.

f)GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogress

Completed:8Master,5Ph.D.,8PDF

InProgress:1Master,4Ph.D.,3PDF

NAMEOFSTUDENTS supervisedwithinthepastsevenyears,titleofthesisofproject,

yearoffirstregistrationandyearofcompletion:

• JenniferFernick(Master),ComponentsforFreeSpaceCommunications,2014-Present

• NigarSultana(Master),DetectorsforTelecomPhotonsbasedonaNFAD,2013-Present

• EvanMeyer-Scott(Master),QKDinchallengingandnovelscenarios,2009-2011• CatherineHolloway(Master),QuantumCryptographyinstandardtelecom

infrastructure,2010-2012• ChrisPugh(Master),Adaptiveopticsforquantumcommunications,2011-2013• NickGigov(Master),AembeddedsystemforsatellitebasedQKD,2011-2013• ThomasLutz(Master),EntangledPhotonsourceswithFrequencyUncorrelated

Spectra,2012-2013• AimeeHeinrichs(Gunther)(Master),TwoPhotonAbsorptionEnhancedby

Entanglement,2011-2013• RolfHorn(Ph.D.),Novelwaveguidesourcesofentanglement,2009-2011• DenyHamel(Ph.D.),Highefficientsourcesofentangledphotons,2010-2013• JeanPhillippeBourgoin(Ph.D.),Towardssatellitequantumkeydistribution,

2010-2014• EvanMeyerScott(Ph.D.),QuantumKeyDistributionwithDeviceIndependence,

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60

2011-Present• CatherineHolloway(Ph.D.),QuantumSatellitePayloadDemonstrator,2013-

Present• ElenaAnisimova(Ph.D.),SinglePhotonDetectorssuitableforSpace

Environment,2013-Present• SarahKaiser(Ph.D.),QuantumEntanglementExperimentswithAirborne

Platform,2013-Present• ChrisPugh(Ph.D.),QuantumCommunicationswithandAirbornePlatform,2013-

Present• Jean-PhillippeBourgoin(PDF),FreeSpaceQKD,2014-Present• JeongwanJin(PDF),NovelencodingschemesforfreespaceQKD,2014-Present• Audrey,Dot(PDF),Photoncreationandinteractioninnonlinearmedia,2012-

2014• RolfHorn(PDF),Waveguidedphotonpairsources,2011-Present• BrendonHiggins(PDF),Advancingquantumcommunicationswithsatellites,

2010-2015• KristerShalm(PDF),Entanglementofphotontriplets,2010-2012• PiotrKolenderski(PDF),Photonicsmaterialsforquantumentanglement,2010-

2013• ZhizhongYan(PDF),Integratedcourseforquantumkeydistribution,2010-2012• HannesHubel(PDF),Advancedentangledphotonsources,2009-2010

g)GRADUATECOURSES:past7years,byyear

2015 PHYS768/QIC890ImplementationofQuantumCommunications

2013 PHYS768/QIC890ImplementationofQuantumCommunications

2013 PHYS769ReadingCourseontheImplementationofQuantumCommunications

2013 QIC891SpecialTopiconQuantumCommunication

2011 PHYS771/768/QIC890ImplementationofQuantumCommunications

h)1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource

(grantingcouncils,industry,government,foundations,other);amount;principal

investigator;purpose(research,travel,publications,etc...)

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61

Year Source Type* Amountper

Year$

Purpose**

2015-2020

(Under

Review)

NSERC–Create C 329,996.40 Research

2015-2018

(Under

Review)

ORF–InnovationFund O 995,000 Research

2015-2018

(Under

Review)

CFI–InnovationFund C 995,000 Research

2015-2017

(Under

Review)

NSERC–StaceyAward C 125,000 Research

2013-2016 OfficeofNaval

Research

O 250,000 Research

2012-2016 NSERC–Create C 375,000 Research

2014-2016 CanadaSpaceAgency O 125,000 Research

2010-2018 CanadianInstitutefor

AdvancedResearch

C 21,875 Research

2014-2016 CanadianSpace

Agency

O 250,000 Research

2011-2015 MinistryofResearch

andInnovation–Early

ResearcherAward

O 37,500 Research

2013-2015 ORF/MEDI O 245,000 Research

2013-2015 CFI-Canada

Foundationfor

Innovation

O 245,000 Research

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62

2010-2014 NSERC–Discovery C 40,000 Research

2013-2014 NSERC–Research

toolsandinstruments

C 149,911 Research

2013-2015 CanadianSpace

Agency

O 300,000 Research

2010-2015 CFI–Canada

Foundationfor

Innovation

O 69,000 Research

2012-2014 CanadianSpace

Agency–

COMDEV/CSARFP

O 15,000 Research

2013-2014 FederalEconomic

DevelopmentAgency

forSouthernOntario

O 578,000 Ontario

Prosperity

Initiative

2012-2014 NSERC–Equipment C 74,942.50 Equipment

2012-2013 CanadianSpace

Agency

O 60,000 Research

2011-2013 NSERC–Research

toolsandinstruments

C 72,687 Research

2012 AustrianAcademyof

Science–OEAW

O 17,000 Research

2011-2012 CIPI O 50,000 Research

2012 OntarioCentreof

Excellence

O 40,000 Research

2011-2012 CanadianSpace

Agency

O 250,000 Research

2010-2011 CanadianSpace

Agency

O 95,000 Research

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2009-2011 InstitutdeCiencies

Fotoniques(ICFO)

O 40,000 Research

2009-2010 NSERC–Quantum

Works

C 40,000 Research

2010 DepartmentofForeign

Affairsand

InternationalTrade–

Canada

O 10,000 Research

2010 DefenseResearchand

DevelopmentCanada

C 50,000 Research

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrants

awardedthroughtheUniversity,etc.]

Year Source Type* Amountper

Year$

Purpose**

2009 UW O 440,000 StartupGrant

i)PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowand

includethefollowinginformation:booksauthored,booksedited(alistofthechapters

contributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthose

listedintheabovecategory),papersinrefereedjournals,papersinrefereedconference

proceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemust

showthenamesoftheauthorsintheorderinwhichtheyappearintheoriginal

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publicationandinclusivepagenumbers.Publicationssubmitted,butnotyetaccepted,

mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored..............................................................................................................0

-Booksedited..................................................................................................................0

-Chaptersinbooks...........................................................................................................5

-Papersinrefereedjournal..........................................49(2submitted,3underreview)

-Papersinrefereedconferenceproceedings..................................................................2

-Technicalreports............................................................................................................0

-Abstractsand/orpapersread........................................................................................0

-Others(workshopspresented)....................................................................................66

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,

papersinrefereedjournals.

BookChapters:

JenneweinT.(2013).ParametricDownconversion.MigdallA,PolyakovS,FanJ,Bienfang

J.Single-PhotonGenerationandDetection:PhysicsandApplications.(45):351-404.

Published,ElsevierInc.

PapersinRefereedJournal:

EvanMeyer-Scott,DanielMcCloskey,KlaudiaGolos,JeffZ.Salvail,KentA.G.Fisher,

DenyR.Hamel,AdanCabello,KevinJ.Resch,andThomasJennewein.Certifyingthe

PresenceofaPhotonicQubitbySplittingItinTwo,PHYSICALREVIEWLETTERS,116(7),

2016.

.Jean-PhilippeBourgoin,BrendonL.Higgins,NikolayGigov,CatherineHolloway,

ChristopherJ.Pugh,SarahKaiser,MilesCranmer,andThomasJennewein.Free-space

quantumkeydistributiontoamovingreceiver,OPTICSEXPRESS,23(26):33437–33447,

2015.

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LyndenK.Shalm,EvanMeyer-Scott,BradleyG.Christensen,PeterBierhorst,MichaelA.

Wayne,MartinJ.Stevens,ThomasGerrits,ScottGlancy,DenyR.Hamel,MichaelS.

Allman,KevinJ.Coakley,ShelleeD.Dyer,CarsonHodge,AdrianaE.Lita,VarunB.Verma,

CamillaLambrocco,EdwardTortorici,AlanL.Migdall,YanbaoZhang,DanielR.Kumor,

WilliamH.Farr,FrancescoMarsili,MatthewD.Shaw,JeffreyA.Stern,CarlosAbellan,

WaldimarAmaya,ValerioPruneri,ThomasJennewein,MorganW.Mitchell,PaulG.

Kwiat,JoshuaC.Bienfang,RichardP.Mirin,EmanuelKnill,SaeWooNam.Strong

loophole-freetestoflocalrealism,PHYSICALREVIEWLETTERS,115(25):250402,2015.

Jean-PhilippeBourgoin,NikolayGigov,BrendonL.Higgins,ZhizhongYan,EvanMeyer-

Scott,AmirK.Khandani,NorbertLuetkenhaus,ThomasJennewein.Experimental

quantumkeydistributionwithsimulatedground-to-satellitephotonlossesand

processinglimitations,PHYSICALREVIEWA,92(5):052339,2015.

K.Boone,J.P.Bourgoin,E.Meyer-Scott,K.Heshami,T.Jennewein,C.Simon.

Entanglementoverglobaldistancesviaquantumrepeaterswithsatellitelinks,PHYSICAL

REVIEWA,91(5):052325,2015.

ShihanSajeed,PoompongChaiwongkhot,Jean-PhilippeBourgoin,ThomasJennewein,

NorbertLuetken-haus,VadimMakarov,Securityloopholeinfree-spacequantumkey

distributionduetospatial-modedetector-efficiencymismatch,PHYSICALREVIEWA,

91(6):062301,2015.

EvanMeyer-Scott,AudreyDot,RajaAhmad,LizhuLi,MartinRochette,andThomas

Jennewein.Power-efficientproductionofphotonpairsinataperedchalcogenide

microwire,AppliedPhysicsLetters,106(8):081111,2015.

AudreyDot,EvanMeyer-Scott,RajaAhmad,MartinRochette,andThomasJennewein.

Convertingonephotonintotwoviafour-wavemixinginopticalfibers,PHYSICAL

REVIEWA,90(4):043808,2014.

DenyR.Hamel*,LyndenK.Shalm,HannesHuebel,AaronJ.Miller,FrancescoMarsili,

VarunB.Verma,RichardP.Mirin,SaeWooNam,KevinJ.Resch,andThomasJennewein.

(2014).Directgenerationofthree-photonpolarizationentanglement.NaturePhotonics.

8(10):801-807.Published

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K.Boone*,J.-P.Bourgoin*,E.Meyer-Scott*,K.Heshami*,T.Jennewein,andC.Simon.

(2014).Entanglementoverglobaldistancesviaquantumrepeaterswithsatellitelinks.

PhysicalReviewLetters,submitted;andarXiv:1410.5384[quant-ph].

RaduIonicioiu,ThomasJennewein,RobertB.Mann,andDanielR.Terno.(2014).Is

wave-particleobjectivitycompatiblewithdeterminismandlocality.Nature

Communications.5(09)Published

BruschiD,RalphT,FuentesI,JenneweinT,RazaviM.(2014).Space-timeeffectson

satellite-basedquantumcommunications.PHYSICALREVIEWD.90(4):045041.

Published

ThomasLutz*,PiotrKolenderski,andThomasJennewein.(2014).Demonstrationof

spectralcorrelationcontrolinasourceofpolarizationentangledphotonpairsat

telecomwavelength.OpticsLetters.39(6):1481-1484.Published

ErvenC,Meyer-ScottE*,FisherK*,LavoieJ*,HigginsB,YanZ,PughC*,BourgoinJP*,

PrevedelR,ShalmL,RichardsL*,GigovN*,LaflammeR,WeihsG,JenneweinT,ReschK.

(2014).ExperimentalThree-ParticleQuantumNonlocalityunderStrictLocality

Conditions.NaturePhotonics.8(4):292-296.Published

FisherK*,BroadbentA,ShalmL,YanZ,LavoieJ*,PrevedelR,JenneweinT,ReschK.

(2014).Quantumcomputingonencrypteddata.NatureCommunications.5(3074).

Published

HerbautsI,BlauensteinerB*,PoppeA,JenneweinT,HubelH.(2013).Demonstrationof

activeroutingofentanglementinamulti-usernetwork.OpticsExpress.21(23):29013-

29024.Published

HornR,KolenderskiP,DongpengK*,AbolghasemP*,ScarcellaC*,FreraA*,TosiA,Helt

L*,ZhukovskyS,SipeJ,WeihsG,HelmyA,JenneweinT.(2013).Inherentpolarization

entanglementgeneratedfromamonolithicsemiconductorchip.ScientificReports.3:

2314.Published

Meyer-ScottE*,BulaM*,BartkiewiczK,CernochA,SoubustaJ,JenneweinT,LemrK.

(2013).Entanglement-basedlinear-opticalqubitamplifier.PhysicalReviewA.88(1):

012327.Published

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SteinlechnerF*,RamelowS,JofreM,GilaberteM,JenneweinT,TorresJ,MitchellM,

PruneriV.(2013).Phase-stablesourceofpolarization-entangledphotonsinalinear

double-passconfiguration.OpticsExpress.21(10):11943-11951.Published

YanZ,Meyer-ScottE*,BourgoinJP*,HigginsB,GigovN*,MacDonaldA*,HubelH,

JenneweinT.(2013).Novelhigh-speedpolarizationsourcefordecoy-statebb84

quantumkeydistributionoverfreespaceandsatellitelinks.JournalofLightwave

Technology.31(9):1399-1408.Published

KolenderskiP,ScarcellaC*,JohnsenK*,HamelD*,HollowayC*,ShalmL,TisaS,TosiA,

ReschK,JenneweinT.(2013).Time-resolveddouble-slitexperimentwithentangled

photons.ScientificReports.4(UNSP):4685.Published

Meyer-ScottE*,RoyV,BourgoinJP*,HigginsB,ShalmL,JenneweinT.(2013).

Generatingpolarization-entangledphotonpairsusingcross-splicedbirefringentfibers.

OpticsExpress.21(5):6205-6212.Published

LutzT*,KolenderskiP,JenneweinT.(2013).Towardadownconversionsourceof

positivelyspectrallycorrelatedanddecorrelatedtelecomphotonpairs.OpticsLetters.

38(5):697-699.Published

HollowayC*,DoucetteJ*,ErvenC*,BourgoinJP*,JenneweinT.(2013).Optimalpair-

generationrateforentanglement-basedquantumkeydistribution.PhysicalReviewA.

87(2):022342.Published

BourgoinJP*,Meyer-ScottE*,HigginsB,HelouB*,ErvenC*,HubelH,KumarB,Hudson

D,D'SouzaI,GirardR,LaflammeR,JenneweinT.(2013).Acomprehensivedesignand

performanceanalysisoflowearthorbitsatellitequantumcommunication.NewJournal

ofPhysics.15(2):023006.Published

ShalmL,HamelD*,YanZ,SimonC,ReschK,JenneweinT.(2013).Three-photonenergy-

timeentanglement.NaturePhysics.9(1):19-22.Published

MaXS,KoflerJ,QarryA,TetikN*,ScheidlT,UrsinR,RamelowS,HerbstT*,

RatschbacherL,FedrizziA,JenneweinT,ZeilingerA.(2013).Quantumerasurewith

causallydisconnectedchoice.ProceedingsoftheNationalAcademyofSciencesofthe

UnitedStatesofAmerica.110(4):1221-1226.Published

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ErvenC*,HeimB*,Meyer-ScottE*,BourgoinJP*,LaflammeR,WeihsG,JenneweinT.

(2012).Studyingfree-spacetransmissionstatisticsandimprovingfree-spacequantum

keydistributionintheturbulentatmosphere.NewJournalofPhysics.14:123018.

Published

RideoutD,JenneweinT,Amelino-CameliaG,DemarieT,HigginsB,KempfA,KentA,

LaflammeR,MaX*,MannR,Martin-MartinezE,MenicucciN,MoffatJ,SimonC,Sorkin

R,SmolinL,TernoD.(2012).Fundamentalquantumopticsexperimentsconceivable

withsatellites-reachingrelativisticdistancesandvelocities.ClassicalandQuantum

Gravity.29(22):224011.Published

MaXS,HerbstT*,ScheidlT,WangD*,KropatschekS*,NaylorW*,WittmannB,Mech

A*,KoflerJ,AnisimovaE*,MakarovV,JenneweinT,UrsinR,ZeilingerA.(2012).

Quantumteleportationover143kilometresusingactivefeed-forward.Nature.

489(7415):269-273.Published

GottesmanD,JenneweinT,CrokeS.(2012).Longer-baselinetelescopesusingquantum

repeaters.PhysicalReviewLetters.109(7):070503.Published

YanZ,HamelD*,HeinrichsA*,JiangX,ItzlerM,JenneweinT.(2012).Anultralownoise

telecomwavelengthfreerunningsinglephotondetectorusingnegativefeedback

avalanchediode.ReviewofScientificInstruments.83(7):073105.Published

KolenderskiP,SinhaU,YouningL*,ZhaoT*,VolpiniM*,CabelloA,LaflammeR,

JenneweinT.(2012).Aharon-vaidmanquantumgamewithayoung-typephotonics

qutrit.PhysicalReviewA.86(1):012321.Published

SteinlechnerF*,TrojekP,JofreM*,WeierH,PerezD,JenneweinT,UrsinR,RarityJ,

MitchellM,TorresJ,WeinfurterH,PruneriV.(2012).Ahigh-brightnesssourceof

polarization-entangledphotonsoptimizedforapplicationsinfreespace.OpticsExpress.

20(9):9640-9649.Published

MaXS*,ZotterS*,KoflerJ,UrsinR,JenneweinT,BruknerC,ZeilingerA.(2012).

Experimentaldelayed-choiceentanglementswapping.NaturePhysics.8(6):478-483.

Published

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Meyer-ScottE*,YanZ,MacDonaldA*,BourgoinJP*,HubelH,JenneweinT.(2011).How

toimplementdecoy-statequantumkeydistributionforasatelliteuplinkwith50-dB

channelloss.PhysicalReviewA.84(6):062326.Published

HollowayC*,Meyer-ScottE*,ErvenC*,JenneweinT.(2011).Quantumentanglement

distributionwith810nmphotonsthroughactivetelecommunicationfibers.Optics

Express.19(21):20597-20603.Published

MaXS*,ZotterS*,KoflerJ,JenneweinT,ZeilingerA.(2011).Experimentalgenerationof

singlephotonsviaactivemultiplexing.PhysicalReviewA.83(4):043814.Published

JofreM*,GardeleinA,AnzolinG,AmayaW,CapmanyJ,UrsinR,PenateL,LopezD,San

JuanJ,CarrascoJ,GarciaF,Torcal-MillaF,Sanchez-BreaL,BernabeuE,PerdiguesJ,

JenneweinT,TorresJ,MitchellM,PruneriV.(2011).Fastopticalsourceforquantumkey

distributionbasedonsemiconductoropticalamplifiers.OpticsExpress.19(5):3825-

3834.Published

JenneweinT,BarbieriM,WhiteA.(2011).Single-photondevicerequirementsfor

operatinglinearopticsquantumcomputingoutsidethepost-selectionbasis.Journalof

ModernOptics.58(3-4):276-287.Published

ScheidlT*,UrsinR,KoflerJ,RamelowS,MaXS*,HerbstT*,RatschbacherL*,FedrizziA,

LangfordN,JenneweinT,ZeilingerA.(2010).Violationoflocalrealismwithfreedomof

choice.ProceedingsoftheNationalAcademyofSciencesoftheUnitedStatesof

America.107(46):19708-19713.Published

Meyer-ScottE*,HubelH,FedrizziA,ErvenC*,WeihsG,JenneweinT.(2010).Quantum

entanglementdistributionwith810nmphotonsthroughtelecomfibers.AppliedPhysics

Letters.97(3):031117.Published

SinhaU,CouteauC,JenneweinT,LaflammeR,WeihsG.(2010).RulingOutMulti-Order

InterferenceinQuantumMechanics.Science.329(5990):418-421.Published

HubelH,HamelD*,FedrizziA,RamelowS,ReschK,JenneweinT.(2010).Direct

generationofphotontripletsusingcascadedphoton-pairsources.Nature.466(7306):

601-603.Published

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ScheidlT*,UrsinR,FedrizziA,RamelowS,MaXS*,HerbstT*,PrevedelR*,Ratschbacher

L*,KoflerJ,JenneweinT,ZeilingerA.(2009).Feasibilityof300kmquantumkey

distributionwithentangledstates.NewJournalofPhysics.11:085002.Published

FedrizziA*,UrsinR,HerbstT*,NespoliM*,PrevedelR*,ScheidlT*,TiefenbacherF,

JenneweinT,ZeilingerA.(2009).High-fidelitytransmissionofentanglementoverahigh-

lossfree-spacechannel.NaturePhysics.5(6):389-392.Published

JenneweinT,UrsinR,AspelmeyerM,ZeilingerA.(2009).Performinghigh-qualitymulti-

photonexperimentswithparametricdown-conversion.AtomicMolecularandOptical

Physics.42(11):4008.Published

MaXS*,QarryA,KoflerJ,JenneweinT,ZeilingerA.(2009).Experimentalviolationofa

Bellinequalitywithtwodifferentdegreesoffreedomofentangledparticlepairs.

PhysicalReviewA.79(4):042101.Published

LanyonB*,BarbieriM,AlmeidaM,JenneweinT,RalphT,ReschK,PrydeG,O'BrienJ,

GilchristA,WhiteA.(2009).Simplifyingquantumlogicusinghigher-dimensionalhilbert

space.NaturePhysics.5(2):134-140.Published

PapersinRefereedConferenceProceedings:

IonicioiuR,JenneweinT,MannR,TernoD.(2014).Quantumcontrolinfoundational

experiments.HorizonsofQuantumPhysicsWorkshop,Taipei,Taiwan,ProvinceofChina,

2012-10-14PaperSubmitted.

HubelH,HamelD,ReschK,JenneweinT.(2011).Generationofvarioustri-partite

entangledstatesusingcascadedspontaneousdown-conversion.AmericanInstituteof

Physics.QuantumCommunication,MeasurementandComputing:10thInternational

Conference,Brisbane,Australia,2010-07-19Paper.

Presentations:

“ImplementingFree-SpaceQKDSystemsBetweenMovingPlatforms:Polarizationvs.

Time-Bin Encoding”,invitedtalkatQCRYPT2016,WashingtonD.C.,USA.September

14,2016.

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“Schrodinger’scatandthequantuminternet”,invitedseminarattheJetPropulsion

Laboratory,Pasadena,USA.September1,2016.

“SatellitebasedQuantumCommunicationsLinks”,invitedtalkatthesatelliteworkshop

inHarwell,UK,organizedbytheUKQuantumHub,YorkUniversity.June3,2016.

“Schrodinger’scatandthequantuminternet”,invitedtalkandparticipationatthe

workshop“FrontiersofScience”,organizedbytheRoyalSocietyofCanada,andthe

BritishRoyalSociety,Whistler,Canada,March13.-17.2016.

“Entangledphotontripletsandheraldingsinglephotons.”,invitedtalkatthe

internationalconference”FrontiersinQuantumOpticsandQuantumInformation”,at

theComputationalScienceandResearchCentre,Beijing,China.28.November2015.

“Entangledphotontripletsandheraldingsinglephotons.”,seminaratthePhysics

Department,NanjingUniversity,China,27.November2015.

“Satellitebasedbridgesforaglobalquantuminternet.”,invitedpresentationatthe

QuantumWorkshopofNASA-Langley,

“Satellitebasedbridgesforaglobalquantuminternet.”,invitedkeynotepresentationat

thegraduatestudentconference2015,YorkUniversity,29.October2015.

“SatelliteQuantumCommunications.”,InvitedpresentationattheETSIworkshopon

Post-QuantumCryptography,Seoul,SouthKorea,October5.-6.2015.

“Testingquantumcorrelationsofthreeentangledphotonsfromcascadedparametric

downconversion.”,Invitedtalkatheinternationalconference”ConferenceonLasers

andElectro-Optics”(CLEO),Munich,Germany.21.-25.June2015.

“EntangledPhotonTriplets.”,Invitedtalkattheinternationalconference”Quantum

PhysicsofNature”(QUPON),Vienna,Austria,18.-22.May2015,

“Towardsaglobalquantuminternet.”,InvitedpresentationattheUniversityofToronto

AerospaceTeam,Toronto,Canada.15.May2015.

“Toolsforaquantuminternet.”,invitedpresentationattheAPSmeetingofNewYork

State,FredoniaUniversity,USA,25.April2015.

“Photonictoolsforaglobalquantuminternet.”ColloquiumattheRamanResearch

Institute,Bangalore,India.26.March2015.

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(2014).Towardsaglobalquantuminternet.Schawlow-TownesSymposium,organized

bytheNRCandUofOttawa,Ottawa,Ottawa,Canada.

(2014).TowardsQuantumReceiverSatellitesinSpace.SeminaratITS,Lisbon,Portugal,

Lisbon,Portugal.

(2014).OpticalImplementationsofQuantumCommunications.Lecturewithinthe

“AdvancedDoctorateProgramonQuantumInformationScience"fundedbythe

EuropeanCommission,heldattheITS,Lisbon,Portugal,Lisbon,Portugal.

(2014).InvitedKeynoteTalk:"ProgresstowardsQEYSSAt:aquantumreceiverinspace".

SPIE,DefenseandSecurity,Amsterdam,Amsterdam,Netherlands.

(2014).InvitedTechnicalSeminar:“QuantumScienceExperimentsinSpace”.

InternationalSpaceUniversity,Montreal,Montreal,Canada.

(2014).InvitedPublicLecture:“QuantumCommunicationsinSpace,towardsaquantum

internet”.InternationalSpaceUniversity,Montreal,Canada.

(2014).Quantumentanglementenabledapplicationsandtechnologies.Seminaratthe

DepartmentofElectricalEngineering,MIT.,Cambridge,UnitedStates

(2014).QYESSAT:CanadianQuantumSatelliteMIssionproposal.PhotonicsWestOPTO,

SanFrancisco,UnitedStates.

(2013).DemonstrationofEntangledPhotonTripletsfromCascadedSPDCandHeralding

Bell-Pairs.SinglePhotonWorkshop,OakRidge,UnitedStates

(2013).OpticalImplementationsofQKD.QKDSummer-SchoolatIQC,Waterloo,Canada.

(2013).TheQuantumSpaceRaceandhowitcanhelpExploringnewPhysics.Relativistic

QuantumInformationNorthConference,Nottingham,UnitedKingdom.

(2013).EntangledPhotonTriplets.InternationalConferenceonQuantumInformation

andQuantumComputing,Bangalore,India.

(2012).QuantumInformation:FundamentalstoaFutureTechnology.NationalTaiwan

UniversityWorkshop,Taipei,Taiwan,ProvinceofChina.

(2012).QuantumEntanglementEnabledApplicationsandTechnologies.Horizonsof

QuantumPhysics,Workshop,Taipei,Taiwan,ProvinceofChina.

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(2012).Towardsquantumscienceexperimentswithsatellites.InternationalConference

onRelativisticQuantumInformation,Waterloo,Canada.

(2012).Quantumcommunicationandfundamentalphysicsexperimentswithsatellites.

CanadianAssociationofPhysicistsAnnualConference,Calgary,Canada.

(2012).Hightransmissionlossandclassical-quantummultiplexingenabledwithshort-

wavelengthQKD.PhotonicsNorthconferenceofSPIE,Montreal,Canada.

(2012).Quantumcommunicationwithsatellites.CanadianAeronauticsandSpace

InstituteAstroConference,Montreal,Canada.

(2012).TowardsQuantumSmartPhones.IQCandIndustrialPartnersworkgrouptalk,

Waterloo,Canada.

(2012).QEYSSAT-QuantumEncryptionandScienceSatellite.SeminaratTRIUMF

(Canada'sNationalLaboratoryforParticleandNuclearPhysics),Vancouver,Canada

(2012).Fundamentalphysicsexperimentswithquantumcommunicationsatellites.

AmericanAssociationfortheAdvancementofScienceAnnualMeeting,Vancouver,

Canada.

(2011).QEYSSAT-QuantumScienceandEncryptionSatellite.PerimeterInstitute

colloquium,Waterloo,Canada.

(2011).Qutritexperimentsbasedonthe200yearoldconceptsofYoung'sinterference.

CIFARmeeting,Calgary,Canada.

(2011).Hightransmission-lossandclassical-quantummultiplexingQKDenabledwith

shortwavelengthphotons.UniversityofCalgaryseminar,Calgary,Canada.

(2011).Hightransmission-lossandclassical-quantummultiplexingQKDenabledwith

shortwavelengthphotons.UniversityofTorontoQuantumInformationGroupseminar,

Toronto,Canada.

(2011).CanadianQuantumSatelliteMission.QIPCIFARProgramMeeting,Mont-

Tremblant,Canada.

(2011).Requirementsforquantumcommunicationswithsatellites.Information

Photonicsconference,Ottawa,Canada.

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(2011).PhotonTripletsandTripleslitexperiments,anewfrontierinquantumoptics.

ConferenceonLasersandElectro-Optics,Baltimore,UnitedStates.

(2010).QuantumPhotonics:FundamentalPhysicsandApplications.Universityof

Waterlooseminar,Waterloo,Canada.

(2010).PhotonTripletsandTripleslitexperiments,anewfrontierinquantumoptics.

UniversityofWaterlooPhysicsDepartmentColloquium,Waterloo,Canada.

(2010).DirectGenerationofPhotonTriplets.AnnualQuantumWorksMeeting,Ottawa,

Canada.

(2010).FiniteKeyEffectsinSatelliteQuantumCommunication.UniversityofWaterloo

IQCTROPICAL,Waterloo,Canada.

(2010).Satellitebasedquantumopticsexperiments.UniversityofTorontoCAP,Toronto,

Canada.

(2010).PhotonTriplets,anewfrontierinquantumoptics.UniversityofWaterlooIQC

Cross-BorderWorkshop,Waterloo,Canada.

(2010).FromSchrodinger'sCattoQuantumTechnologies.COMDEVseminar,

Cambridge,Canada.

(2010).Satellitebasedquantumopticsexperiments.UniversityofWaterlooSpaceClub

seminar,Waterloo,Canada.

(2009).Photonicquantumcomputingoutsidethecoincidencebasis.SinglePhoton

Workshop-NIST,Boulder,UnitedStates.

(2009).QuantumCryptographyHistory:1984-2009.ECOCConferenceWorkshop,

Vienna,Austria.

(2009).QuantumInformationProcessingandCommunicationwithPhotons.Conference

onQuantumInformationandQuantumControlIII-FieldsInstitute,Toronto,Canada.

(2009).Space-QUEST:QuantumEntanglementinSpaceExperiments.QuantumWorks

ProgressMeeting,Toronto,Canada.

(2009).Opticalquantumcomputing:statusandtheroutetoscalability.SFBConference,

Innsbruck,Austria.

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(2008).QuantumRandomNumbersinITSecurity.HolisticComputingseminar,Vienna,

Austria.

(2008).Quantumphotonicsexperimentsforlongdistancesandfundamentalquestions.

UniversityofSydney,seminar,Sydney,Australia.

(2008).QuantumPhotonicsApplications.TechnicalUniversityofViennaseminar,

Vienna,Austria.

(2008).QuantumentanglementexperimentsinSpace.ELIPSevaluationPhysicsSciences

workshop-EuropeanSpaceAgency,Paris,France.

(2008).Space-QUEST.ESTECtalk-EuropeanSpaceAgency,Nordwijk,Netherlands.

ConferencePublications:

ThomasD.Jennewein,CordellGrant,EricChoi,ChristopherPugh,CatherineHolloway,

Jean-PhilippeBourgoin,BrendonL.Higgins,RobertZee.(2014).TheNanoQEYMission:

GroundtoSpaceQuantumKeyandEntanglementDistributionUsingaNanosatellite.

Quantum-Physics-BasedInformationSecurity,SPIE:SecurityandDefence,Amsterdam,

Netherlands,2014-09-22PaperPublished

T.Jennewein,J.P.Bourgoin*,B.Higgins,C.Holloway*,E.Meyer-Scott*,C.Erven,B.

Heim*,Z.Yan,H.Huebel,G.Weihs,E.Choi,I.d’Souza,D.Hudson,andR.Laflamme.

(2014).Qeyssat:amissionproposalforaquantumreceiverinspace.AdvancesIn

PhotonicsofQuantumComputing,Memory,andCommunicationVii,8997:SPIE,2014.,

SanFrancisco,UnitedStates,2010-02-02PaperPublished

EvanMeyer-Scott*,Jean-PhilippeBourgoin*,LyndenK.Shalm,BrendonHiggins,Thomas

Jennewein,andVincentRoy.(2013).Acollinearnondegeneratesourceofentangled

photonpairsinpmfiber.2013OpticalFiberCommunicationConferenceandExposition

andtheNationalFiberOpticEngineersConference(ofc/nfoec).,Anaheim,UnitedStates,

2013-03-18PaperPublished

JenneweinT.(2010).DirectGenerationofPhotonTriplets.Nature.Quantum

Communication,MeasurementandComputing,Brisbane,Australia,2010-07-19(601-

603)PosterPublished

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JenneweinT,AspelmeyerM,UrsinR,ZeilingerAetal.(2008).Quantum

CommunicationsatESA:TowardsaSpaceExperimentontheISS.ActaAstronautica.

58thInternationalAstronauticalFederationCongress,Hyderabad,India,2007-09-24

(165-178)PaperPublished

JournalArticle:

ThomasJenneweinandBrendonHiggins.(2013).Thequantumspacerace.Physics

World.26(3):52-56.Published

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CurriculumVitae

a)NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberof

programetc.)

Lütkenhaus,Norbert,

FullProfessor,Tenured

MemberoftheGraduateFaculty,Yes

b)DEGREES:designation,institution,department,year

IntermediateDegree,VordiplomPhysik,RWTHAachen,1989

MasterDegree,DiplomPhysik,LMUMünchen,1993

Ph.D.Physics,UniversityofStrathclyde,1996

Habilitation,UniversityErlangen-Nürnberg,2003

c)EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm

1996-1997 ResearchAssistant,InstitutfürTheoretischePhysik,Universität

Inssbruck,Austria

1997-2000 SeniorScientist(ResearchFellow)inthegroupofProf.K.-A.

Suominen,HelsinkiInstituteofPhysics,Fiand

2000-2005 ProjectLeader,MagiQTechnologiesInc.,NewYork,USA

2001-2005 LeaderofanindependentEmmy-NoetherResearchGroup,

InstituteofOptics,InformationandPhotonics

2006-2011 AssociateProfessor,UniversityofWaterloo

2011-Present Professor,UniversityofWaterloo

d)HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)

KarlOttoFosterStipend(bookstipend),1991

DAADstipendforpostgraduatestudies,1993-1996

Emmy-NoetherStipend(GermanResearchCouncil–grantforindependentresearch

group),2001-2005

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OutstandingPerformanceAward,UniversityofWaterloo,2009

OutstandingRefereeAward,AmericanPhysicalSociety,2015

e)SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveand

editorialpositionsbutnotmembershipsinsocieties)

ScientificPublishing

RefereeinPeer-ReviewSystemfor:

OpticLetters(2010),PhysicaScripta(since2010),EuropeanPhysicalJournalD(since

2009),InternationalJournalofQuantumInformation(since2009),Computers&

Security(2010),IEEETransactionsonMicrowaveTheoryTechniques(2010),Journalof

LightwaveTechnologyonMicrowavePhotonics(2010),InternationalJournalof

ElectronicsandCommunications(2010),NaturalComputing(NACO)(2010),ACM

ComputingSurveys(2011),IEEETransactionsonInformationTheory(since2011),

NatureCommunications(since2011),CanadianJournalofPhysics(since2011),Journal

ofPhysicsA:MathematicalandTheoretical(since2011),AnnalenderPhysik(since

2011)

MemberofEditorialBoardforPhysicalReviewA,2009-2011and2012-2014.

DivisionalAssociateEditor(EditorialBoardMember)forPhysicalReviewLetters(PRL)

(2016-2019)

RefereeActivitiesforFundingAgencies

NationalScienceFoundation(NSF),USA(since2007)

NetherlandsOrganizationforScientificResearch–DutchNationalScienceFoundation

(NWO)(since2008)

AlbertaIngenuityNewFacultyAwardProposal(2010)

EuropeanResearchCouncil(ERC)(since2010)

ViennaScienceandTechnologyFund(WWTF)(2010)

ConferenceOrganization

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MemberofConferenceCommittee

ChairofProgrammeSubcommittee,QELSFundamentalScience2:QuantumScience,

EngineeringandTechnology,QELS2010andCLEO/QELS2011.

MemberofProgrammeCommittee,InternationalConferenceonQuantumInformation

(ICQI),Ottawa,June6-8,2011.

MemberofProgrammeSubcommittee,QuantumInformationandCryptography,2011

IQEC/CLEOPacificRim.Conference,Sydney,Australia,August28–September1,2011.

MemberofProgrammeCommittee,Quantum-Physics-BasedInformationSecurity(SPIE

Security&Defense),Prague,September19-22,2011.

MemberofProgrammeCommittee,QCRYPT2011:FirstAnnualConferenceonQuantum

Cryptography,Zurich,Switzerland,September12-16,2011.

Co-chairProgrammeCommittee,CLEO/QELS2012.

MemberofProgrammeCommittee,Quantum-Physics-BasedInformationSecurity,SPIE

Security&Defence,Edinburgh,UK,September24-27,2012.

ProgrammeCommitteeQuantumInformationProcessing(QIP2013),Tsinghua

University,Beijing,January21-25,2013.

ProgrammeCommitteeQuantumCryptography(QCrypt2013),Waterloo,August5-9.

2013.

ProgrammeCommitteeMember,ConferenceonQuantuminformationandQuantum

Control,Toronto,August12-16,2013.

MemberofProgrammeCommittee,Quantum-Physics-BasedInformationSecurity,SPIE

InternationalSymposiumonSecurity&Defense,Dresden,Germany,September23-26,

2013.

GeneralCo-Chair,CLEO/QELS2014.

QuantumInformationandMeasurement(QIM)ProgramCommittee2014.

ProgrammeCommitteeChairQCrypt2014.

ProgramChair,InternationalConferenceonQuantumCommunications(QCMC),

Singapore,July4-8,2016

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MemberofProgrammeCommittee,ProtectionofLong-LivedSystems(PLLS),

Darmstadt,Germany,July18-19,2016

MemberofProgrammeCommittee,SPIESecurityandDefence,Edinburgh,Scotland,

September26-29,2016

Co-OrganizerofConference/Workshops

LocalOrganizingCommittee,CrossBorderWorkshop,Waterloo,June3-52010

OrganizerofTheoryandRealizationofPracticalQuantumKeyDistribution2010

(TropicalQKDWorkshop)InstituteforQuantumComputing,Waterloo,June14-17,

2010.

OrganizerofInternationalSummerSchoolonQKD,Waterloo,July25-29,2011.

OrganizerofInternationalSummerSchoolonQKD,Waterloo,July29–August2,2013.

Co-Organizer,QCRYP2013,Waterloo,August5-9,2013.

Co-Organizer,QCRYP2014,Paris,France,September1-5,2014.

Co-Organizer,1stWorkshopforQuantumRepeatersandNetworks,PacificGrove,

California,May15-17,2015.

ChairofOrganization,QKDSummerSchool,Waterloo,Canada,August17-21,2015

ProjectCoordination/Leadership

CoordinatordesFET-ISTEU-Proposals“ContinuousVariableCommunicationNetworking

(COCONET)in5.Frameworkprograms.”(notfunded)

AsKeyResearcherresponsibleforthetheorysubprojectoftheISTEU-consortium

“SecureCommunicationbasedonQuantumCryptography”(6thFramework)

CoordinationofCollaborationbetweentheInstituteforQuantumComputingand

InstituteofPhotonicSciences(ICFO),Barcelona

NationalInstituteofInformatics,Tokyo

StandardizationAgencyETSI,Nice

CanadianCoordinatorofthejointresearchgrantbetweenFranceandCanada(NSERC,

CanadaandANR,France)

2009-2013-LeadPIforOfficeofNavalResearchprojectatIQC2013-2016

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OtherActivitiesandExperiences

MemberAdvisoryBoardfortheUKQuantumCommunicationHub(since2015)

Vice-ChairofETSIQKD-ISG(QKDStandardseffort)(since2014)

MemberofSteeringCommittee,QCrypt(since2015)

LaunchandleadershipofR&DgrouptodevelopcommercialQuantumKeyDistribution

product.(MagiQTechnologies)

AdvisortoMagiQTechnologies

Patentsintheareaofquantuminformationtechnology

UnitedStatesPatentUS7197,523B2(March27,2007),“EfficientUseofDetectorsfor

RandomNumberGeneration”,N.Lütkenhaus,J.L.Cohen,H.K.Lo.

UnitedStatesPatentUS8,068,741B2(November29,2011)“PolarizationtoPhase

Converter”,N.Lütkenhaus.

WIPOpatentapplicationWO2013/037062A1(March21,2013)“SystemandMethod

forQuantumKeyDistribution”

UnitedStatesPatent9,294,272(May10,2016)“SystemandMethodforQuantumKey

Distribution”,N.Lütkenhaus,X.F.Ma

ExternalPhDExaminer

VadimMakarov,Dept.Physics,UniversityofTrondheim,Trondheim,Norway,April30,

2007.

MatthiasKleinmann,(Report)Dept.Physics,UniversityofDusseldorf,Germany,2008.

MarkGodfrey,DepartmentofElectricalEngineering,UniversityofBristol,Bristol,UK,

June30–July1,2010.

LarsLydersen,DepartmentofElectronicsandTelecommunications,Norwegian

UniversityofScienceandTechnology,Trondheim,Norway,September19,2011.

VedranDunko,PhysicsDepartment,Herriot-WattUniversity,Edinburgh,September24,

2012.

KhabatHeshami,PhysicsDepartment,UniversityofCalgary,April17,2013.

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NormandBeaudry,PhysicsDepartment,ETHZurich,September19,2014.

LiXikun,CentreforQuantumTechnologies:NationalUniversityofSingapore,May4,

2016

f)GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogress

Completed:11Master,9Ph.D.,9PDF

InProgress:3Master,0Ph.D.,7PDF

NAMEOFSTUDENTSsupervisedwithinthepastsevenyears,titleofthesisofproject,

yearoffirstregistrationandyearofcompletion:

MarcoPiani(PDF),2007-2010

WilliamMatthews(PDF)2009–Present

XionfengMa(PDF),2008-2010

OlegGittsovich(PDF),2010-2013

RyoNamiki(PDF),2013-Present

YanbaoZhang(PDF),2013-Present

PatrickColes(PDF),2014-Present

FilippoMiatto(PDF),2015-Present

DaveTouchette(PDF),2015-Present

MichaelEpping(PDF),2016-Present

GeirOveMyhr(Ph.D.),PublicCommunicationsProtocolsinQKD,2005-2010

HaukeHäseler(Ph.D.),Entanglementverificationswithapplicationsinquantum

communication,2005-2010

AgnesFerenczi(Ph.D.),SymmetriesinQuantumKeyDistribution,2007-2013

NathanKilloran(Ph.D.),BenchmarkingQuantumCommunicationProtocols,2008-2012

JuanMiguelArrozola(Ph.D.),Non-LinearEntanglementWitnesses,2011-2015

NormandBeaudry(Master),SquashingModelsforOpticalMeasurementsinQuantum

Communication,2009-2011

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83

VarunNarasimhachar(Master),SquashingModelsandSecurityProofsofQKDschemes,

2009-2011

DavidPitkanen(Master),LinearOpticsImplementationofChannels,2009-2011

WilliamStacey(Master),SimplifiedTrustedRepeaterNodes,2012-Present

LukeGovia(Master),JosephsonPhotoMultipliers,2012-2013

DavidLuong(Master)(Jan.2014–Oct.2015) ThePracticalRealizationofQuantum

Repeaters:AnExploration

SumeetKatri(Master)(Oct.2014-2016) SymmetricExtendabilityofQuantumStates

andtheExtremeLimitsofQuantumKeyDistribution

BenjaminLovitz(Master)(Sept.2015-present)

JieLin(Master)(Sept.2015-present)

ChristianMastromattei(Master)(Sept2015-present)

IncompletedDegrees:

MatthiasHeid(onhold)

IvanDynov(switchedprograms)

RaziegAnnabestani(switchedsupervisors)

SergeiMikheev(notcompleted)

ElectraEleftheriadou(PDF)(notcompleted)

g)GRADUATECOURSES:past7years,byyear

2010 ElectrodynamicsTheory,PHYS441B

2010 AppliedQuantumCryptography,QIC890/PHYS768

2011 QuantumPhysicsI,PHYS234

2012 AppliedQuantumCryptography,QIC890/PHYS768

QuantumPhysicsI,PHYS234

2014 AppliedQuantumCryptography,QIC890/PHYS768

2015 QuantumPhysicsI,PHYS234

2015 QuantumPhysicsI,PHYS234

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2016 AppliedQuantumCryptography–CourseCode:QIC890

SummerSchool:

UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP),

LecturesonQKD,IQC,Waterloo,ON,June8,2009.

QuantumCryptography,LesHouchesSummerSchool,Singapore,LectureSeries(6hrs.),

June24–July24,2009

CanadianQuantumInformationSummerSchool,FieldsInstitute,LecturesonQKD,

Toronto,August21,2009.

UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP),

LecturesonQKD,IQC,Waterloo,ON,May31,2010.

InternationalSummerSchoolofInformationSecurityinaQuantumWorld,Waterloo,

July25-29,2011.

QuantumInformationandCoherence,Glasgow,Scotland,August2–August6,2011.

SommeruniversitätderStudienstiftungdesdeutschenVolkes,GebotundVerboteinder

Quantenmechanik,Neubeuern,Germany,August7-20,2011.

SummerSchoolonQuantumPhysicsandQuantumInformation,Olomouc,Czech

Republic,July22-26,2013.

InternationalSummerSchoolonQKD,Waterloo,Ontario,July29–August2,2013.

HeidelbergGraduateDays,Heidelberg,Germany,April6-12,2014.

InternationalSummerSchoolonQKD,Waterloo,Ontario,August17-21,2015.

h)1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource

(grantingcouncils,industry,government,foundations,other);amount;principal

investigator;purpose(research,travel,publications,etc...)

Year Source Type* Amountper

Year$

Purpose**

2005-2010 EU O 64.000(EURO) Research

2005-2010 EU O 24.000(EURO) Research

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2007-2012 NSERCDiscovery C 22,000 Research

2007-2011 NSERCInnovation C 28,380 Research

2008-2010 OntarioCentresof

ExcellenceGrant

C 300,000 Research

2009-2012 NSERC–ANR C 50,000 Research

2009-2015 ORF F 13,834 Research

2010 Communication

Security

EstablishmentCanada

C 23,750 Research

2010 ETSI C 21,100 Research

2011 Communication

Security

EstablishmentCanada

C 22,120 Research

2011-2012 CSA C 25,000(USD) Research

2012-2015 NSERCDiscovery C 35,000 Research

2012-2015 DARPA C 66,666.66

(USD)

Research

2011-2012 CSA G 25,000(USD) Research

2013-2016 OfficeofNaval

Research

O 250,000 Research

2013-2014 SandiaLabs O 175,182.79

(USD)

Research

2013-2015 SECANT O 93,895.26

(USD)

2015-2020 ArmyResearch

Laboratory

O $440,000

(USD)

Research

2016 AustralianResearch

Council

O

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2017 AustralianResearch

Council

O

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrants

awardedthroughtheUniversity,etc.]

i)PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowand

includethefollowinginformation:booksauthored,booksedited(alistofthechapters

contributedbytheeditormustfolloweachtitle),chaptersinbooks(otherthanthose

listedintheabovecategory),papersinrefereedjournals,papersinrefereedconference

proceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemust

showthenamesoftheauthorsintheorderinwhichtheyappearintheoriginal

publicationandinclusivepagenumbers.Publicationssubmitted,butnotyetaccepted,

mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored..............................................................................................................0

-Booksedited..................................................................................................................0

-Chaptersinbooks...........................................................................................................4

-Papersinrefereedjournal.........................................................................................102

-Papersinrefereedconferenceproceedings................................................................31

-Technicalreports............................................................................................................0

-Abstractsand/orpapersread........................................................................................0

-Others(workshopspresented)..................................................................................123

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2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,

papersinrefereedjournals.

ChaptersinBooks:

N.Lütkenhaus,inD.BrussandG.Leuchs(Eds.),LecturesonQuantumInformation,

Wiley-VCHVerlagGmbH&CoKGaA,Weinheim2007.(ISBN3527405275){IQC}

chapter'ProbabilisticQuantumComputationandLinearOpticalRealizations',pages

349-358

chapter'TheoryofQuantumKeyDistribution(QKD)',pages271-284

N.Lutkenhaus,ScottishUniversitySummerSchool,E.AnderssonandP.Öhberg(eds.),

QuantumInformationandCoherence,ScottishGraduateSeries,DOI:10.1007/978-3-

319-04063-9_5,©NorbertLutkenhaus,Cham;NewYork:Springer,[2014]

PapersinRefereedJournal:

Ph.Raynal*,N.Lütkenhaus,Optimalunambiguousstatediscriminationoftwodensity

matrices:Asecondclassofexactsolutions,Phys.Rev.A,Vol76,052322,2007.

M.Heid*,N.Lütkenhaus,Securityofcoherentstatequantumcryptographyinthe

presenceofGaussiannoise,PhysicalReviewA76,022313(2007).

Erratum:PhysicalReviewA79,059902(E)(2009).

M.Curty**,L.-L.Zhan,H.-K.Lo,N.Lütkenhaus,Sequentialattacksagainstdifferential-

phase-shiftquantumkeydistributionwithweakcoherentstates,QuantumInformation

andComputation,Vol7,p665-688,2007.

C.Branciard,N.Gisin,N.Lütkenhaus,V.Scarani,Zero-ErrorAttacksandDetection

StatisticsintheCoherentOne-WayProtocolforQuantumCryptography,Quantum

InformationandComputation,Vol.7,p.639-664,2007.

S.J.vanEnk,N.Lütkenhaus,H.J.Kimble,Experimentalproceduresforentanglement

verification,PhysicalReviewA,Vol.75,052318(2007).

H.Inamori,N.Lütkenhaus,andD.Mayers,UnconditionalSecurityforPracticalQuantum

KeyDistribution,EuropeanPhysicalJournalD.Vol41,p.599(2007).

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Lutkenhaus,Norbert January2017

88

T.Moroder*,O.Gühne,N.Lütkenhaus,Iterationsofnonlinearentanglementwitnesses,

PhysicalReviewA78,032326(2008).

N.J.Beaudry*,T.Moroder*,N.Lütkenhaus,SquashingModelsforOptical

MeasurementsinQuantumCommunication,Phys.Rev.Lett.Vol.101,093601(2008).

T.Moroder*,M.Keyl,N.Lütkenhaus;Truncatedsu(2)momentproblemforspinand

polarizationstates,J.Phys.A:Math.Theor.41,275302(2008).

M.Curty**andN.Lütkenhaus,Commenton“Arbitratedquantum-signaturescheme”,

PhysicalReviewA,Vol.77,046301(2008).

H.Häseler*,T.Moroder*andN.Lütkenhaus,TestingQuantumDevices:Practical

EntanglementVerificationinBipartiteOpticalSystems,PhysicalReviewA,Vol77,

032303(2008).

P.vanLoock**,N.Lütkenhaus,W.J.Munro,K.Nemoto,QuantumRepeatersusing

Coherent-StateCommunication,PhysicalReviewA78,062319(2008).

Y.B.Zhao,M.Heid*,J.Rigas*andN.Lütkenhaus,AsymptoticSecurityofBinary

ModulatedContinuousVariableQuantumKeyDistributionunderCollectiveAttacks,

PhysicalReviewA79,012307(2009).

M.Curty,T.Moroder*,X.Ma**,H.-K.Lo,N.Lütkenhaus,Upperboundsforthesecure

keyrateofdecoystatequantumkeydistribution,Phys.Rev.A79,032335(2009).

G.O.Myhr*,J.M.Renes**,AndrewC.DohertyandN.Lütkenhaus,Symmetricextension

intwo-wayquantumkeydistribution,Phys.Rev.A79,042329(2009).

G.O.Myhr*andN.Lütkenhaus,Spectrumconditionsforsymmetricextendiblestates,

PhysicalReviewA79,062307(2009).

T.Moroder*,M.Curty,N.Lütkenhaus,Detectordecoyquantumkeydistribution,NewJ.

Phys.11,045008(2009).

M.Peev,C.Pacher,R.Alléaume,C.Barreiro,J.Bouda,W.Boxleitner,T.Debuisschert,E.

Diamanti,M.Dianati,J.F.Dynes,S.Fasel,S.Fossier,M.Fürst,J.-D.Gautier,O.Gay,N.

Gisin,P.Grangier,A.Happe,Y.Hasani,M.Hentschel,H.Hübel,G.Humer,T.Länger,M.

Legré,R.Lieger,J.Lodewyck,T.Lorünser,N.Lütkenhaus,A.Marhold,T.Matyus,O.

Maurhart,L.Monat,S.Nauerth,J.-B.Page,A.Poppe,E.Querasser,G.Ribordy,S.Robyr,

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Lutkenhaus,Norbert January2017

89

L.Salvail,A.W.Sharpe,A.J.Shields,D.Stucki,M.Suda,C.Tamas,T.Themel,R.T.Thew,

Y.Thoma,A.Treiber,P.Trinkler,R.Tualle-Brouri,F.Vannel,N.Walenta,H.Weier,H.

Weinfurter,I.Wimberger,Z.L.Yuan,H.ZbindenandA.Zeilinger,TheSECOQCquantum

keydistributionnetworkinVienna,NewJ.Phys,Vol11,075001(2009).

R.Alleaume,F.Roueff,E.Diamanti,N.Lütkenhaus,Topologicaloptimizationofquantum

keydistributionnetworks,NewJ.Phys.Vol11,075002(2009).

N.Lütkenhaus,A.Shields,FocusonQuantumCryptography:TheoryandPractice

(Editorial),NewJ.Phys,Vol11,045005(2009).

M.Razavi**,M.Piani**,N.Lütkenhaus,Quantumrepeaterswithimperfectmemories:

costandscalability,PhysicalReviewAVol80,032301(2009).

K.Tamaki,N.Lütkenhaus,M.Koashi,J.Batuwantudawe,Unconditionalsecurityofthe

Bennett1992quantumkeydistributionschemewithastrongreferencepulse,Physical

ReviewAVol80,032302(2009).

H.Häseler*,N.Lütkenhaus,Probingthequantumnessofchannelswithmixedstates,

PhysialReviewAVol80,042304(2009).

M.Curty,T.Moroder*,X.Ma**,N.Lütkenhaus,Non-Poissonianstatisticsfrom

Poissonianlightsourceswithapplicationtopassivedecoystatequantumkey

distribution,Opt.Lett.Vol34,Iss.20,pp3238-3240(2009).

V.Scarani,H.Bechmann-Pasquinucci,N.Cerf,M.Dusek,N.Lütkenhaus,M.Peev,The

securityofpracticalquantumkeydistribution,ReviewsofModernPhysics,Vol81,Issue

3,1301-1350(2009).

M.Heid*,N.Lütkenhaus,Securityofcoherent-statequantumcryptographyinthe

presenceofGaussiannoise(vol76,022313,2007),PhysicalReviewA,Vol79,Issue5,

059902(2009).

N.Killoran*,H.Häseler*,N.Lütkenhaus,QuantumThroughput:Quantifyingquantum

communicationwithhomodynemeasurements,Phys.Rev.A,82,052331(2010).

M.Curty,X.F.Ma**,H.K.Lo,N.Lütkenhaus,PassivesourcesfortheBennett-Brassard

1984quantum-key-distributionprotocolwithpracticalsignals,PhysicalReviewA82,

052325(2010).

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Lutkenhaus,Norbert January2017

90

H.Häseler*,N.Lütkenhaus,Quantumbenchmarksforthestorageortransmissionof

quantumlightfromminimalresources,PhysicalReviewA81,060306(R)(2010).

T.Moroder*,O.Gühne,N.J.Beaudry*,M.Piani**,N.Lütkenhaus,Entanglement

verificationwithrealisticmeasurementdevicesviasquashingoperations,Physical

ReviewA81,052342(2010).

C.Wittmann,J.Fürst,C.Wiechers,D.Elser,H.Häseler*,N.Lütkenhaus,G.Leuchs,

Witnessingeffectiveentanglementovera2kmfiberchannel,OpticsExpress18,4499

(2010).

N.Killoran*,D.N.Biggerstaff,R.Kaltenbaek,K.J.Resch,N.Lütkenhaus,Derivationand

experimentaltestoffidelitybenchmarksforremotepreparationofarbitraryqubit

states,PhysicalReviewA81,012334(2010).

L.Salvail,M.Peev,E.Diamanti,R.Alleaume,N.Lütkenhaus,T.Länger,Securityof

TrustedRepeaterQuantumKeyDistributionNetworks,JournalofComputerSecurityVp.

18,p.61-87(2010).

M.Piani**,D.Pitkanen*,R.Kaltenbaek,N.Lütkenhaus,Linear-opticsrealizationof

channelsforsingle-photonmultimodequdits,PhysicalReviewA84,032304(2011)[11

pages].

N.Killoran*andN.Lütkenhaus,Strongquantitativebenchmarkingofquantumoptical

devices,PhysicalReviewA,83,052320(2011)[10pages].

D.Pitkanen*,X.F.Ma**,R.Wickert,P.vanLoock,N.Lütkenhaus,EfficientHeraldingof

PhotonicQubitswithApplicationstoDeviceIndependentQuantumKeyDistribution,

PhysicalReviewA,84.022325(2011).

A.Ferenczi*,V.Narasimhachar*,N.Lütkenhaus,Securityproofoftheunbalanced

phase-encodedBennett-Brassard1984protocol,Phys.Rev.A,86,042327(2012).

N.Killoran*,M.Hosseini,B.C.Buchler,P.K.Lam,N.Lütkenhaus,Quantumbenchmarking

withrealisticstatesoflight,Phys.Rev.A,86,022331(2012).

J.M.Arrazola*,O.Gittsovich**,N.Lütkenhaus,Accessiblenonlinearentanglement

witnesses,Phys.Rev.A,85062327(2012).

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Lutkenhaus,Norbert January2017

91

A.Ferenczi*,N.Lütkenhaus,Symmetriesinquantumkeydistributionandthe

connectionbetweenoptimalattacksandoptimalcloning,Phys.Rev.A,85,052310

(2012).

X.F.Ma**,N.Lütkenhaus,ImprovedDataPost-ProcessinginQuantumKeyDistribution

andApplicationtoLossThresholdsinDeviceIndependentQKD,QuantumInformation&

Computation,12,203-214(2012)

A.Ferenczi*,V.Narasimhachar*,N.Lütkenhaus,Securityproofoftheunbalanced

phase-encodedBennett-Brassard1984protocol,Phys.Rev.A,86,042327(2012).

M.Mafu*,D.Angela,S.Goyal,D.Giovannini,M.McLaren,M.J.Padgett,T.Konrad,F.

Petruccione,N.Lütkenhaus,A.Forbes,Higher-deimensionalorbital-angular-

momentum-basedquantumkeydistributionwithmutuallyunbiasedbases,Phys.Rev.A,

88,032305(2013).

I.Khan,Ch.Wittmann,N.Jain,N.Killoran*,N.Lütkenhaus,Ch.Marquardt,G.Leuchs,

Optimalworkingpointsforcontinuous-variablequantumchannels,Phys.Rev.A,88,

010302(2013).

J.M.Arrazola*,O.Gittsovich**,J.M.Donohue*,J.Lavoie*,K.J.Resch,N.Lütkenhaus,

ReliableEntanglementVerification,Phys.Rev.A,87,062331(2013).

O.Gittsovich**,N.J.Beaudry,V.Narasimhachar,R.R.Alvarez,T.Moroder,N.

Lütkenhaus,Squashingmodelfordetectorsandapplicationstoquantum-key-

distributionprotocols,Phys.Rev.A,89,012325(2014)

J.M.Arrazola*,N.Lütkenhaus,Quantumfingerprintingwithcoherentstatesanda

constatntmeannumberofphotons,Phys.Rev.A,89,062305(2014)

C.Panayi,M.Razavi,X.F.Ma,N.Lütkenhaus,Memory-assistedmeasurement-device-

independentquantumkeydistribution,NewJournalofPhyiscs,16(2014).

S.Muralidharan,J.Kim,N.Lütkenhaus,M.D.Lukin,L.Jiang,Ultrafastandfault-tolerant

quantumcommunicationacrosslongdistancesPhys.Rev.Letters,Vol.112,250501

(2014).

R.Alleaume,J.Bouda,C.Branciard,T.Debuisschert,M.Dianati,N.Gisin,M.Godfrey,P.

Grangier,T.Langer,A.Leverrier,N.Lütkenhaus,P.Painchault,M.Peev,A.Poppe,T.

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92

Pornin,J.Rarity,R.Renner,G.Ribordy,M.Riguidel,L.Salvail,A.Shields,H.Weinfurter,

A.Zeilinger,Usingquantumkeydistriutionforcryptographicpurposes:asurvey,

TheorectialComputerScience,560,(2014).

J.X.Chen,Z.F.Ji,D.Kribs,N.Lütkenhaus,B.Zeng,Symmetricextensionoftwo-qubit

states,PhysicalReviewA,90,032318(2014).

J.M.Arrazola,N.Lütkenhaus,Quantumcommunicationwithcoherentstatesandlinear

optics,PhysicalReviewA,90,042335(2014).

W.Stacey,R.Annabestani,X.F.Ma,N.Lütkenhaus,Securityofquantumkeydistribution

usingasimplifiedtrustedrelay,PhysicalReviewA,91,012338(2015).

S.Sajeed,P.Chaiwongkhot,JP.Bourgoin,T.Jennewein,N.Lütkenhaus,V.Makarov,

Securityloopholeinfree-spacequantumkeydistributionduetospatial-modedetector-

efficiencymismatch,PhysicalReviewA,91,062301(2015).

D.B.S.Soh,C.Brif,P.J.Coles,N.Lütkenhaus,R.M.Camacho,J.Urayama,M.Sarovar,

Self-ReferencedContinuous-VariableQuantumKeyDistributionProtocol,Phys.Rev.X5,

041010(2015).

F.Xu,J.M.Arrazola,K.Wei,W.Wang,P.Palacios-Avila,C.Feng,S.Sajeed,N.

Lütkenhaus,H.K.Lo,Experimentalquantumfingerprintingwithweakcoherentpulses,

NatureCommunications6,8735(2015).

J.P.Bourgoin,N.Gigov,B.L.Higgins,Z.Z.Yzn,E.Meyer-Scott,A.K.Khandani,N.

Lütkenhaus,T.Jennewein,Experimentalquantumkeydistributionwithsimulated

ground-to-satellitephotonlossesandprocessinglimitations,PhysicalReviewA92,

052339(2015).

S.Muralidharan,L.S.Li,J.Kim,N.Lütkenhaus,M.D.Lukin,L.Jiang,Optimal

architecturesforlongdistancequantumcommunication,ScientificReports6,20463

(2016).

C.Pfizer,N.Lütkenhaus,S.Wehner,P.J.Coles,Siftingattacksinfinite-sizequantumkey

distribution,NewJournalofPhysics,18,053001,(2016)

W.P.Schleich,K.S.Ranade,C.Anton,M.Arndt,M.Aspelmeyer,MBayer,G.Berg,T.

Calarco,H.Fuchs,E.Giacobino,M.Grassl,P.Hänggi,W.M.Heckl,I..Hertel,S.Huelga,F.

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93

Jelezko,B.Keimer,J.P.Kotthaus,G.Leuchs,N.Lütkenhaus,U.Maurer,T.Pfau,M.B.

Plenio,E.M.Rasel,O.Renn,C.Silberhorn,J.Schiedmayer,D.Schmitt-Landsiedel,K.

Schönhammer,A.Ustinov,P.Walther,H.Weinfurter,E.Welzl,R.Wiesendanger,S.Wolf,

A.Zeilinger,P.Zoller,QuantumTechnology:Fromresearchtoapplication,Applied

PhysicsB,122,130,(2016)

D.Luong,L.Jiang,J.Kim,N.Lütkenhaus,Overcominglossychannelboundsusinga

singlequantumrepeaternode,AppliedPhysicsB,122,96,(2016)

P.J.Coles,E.M.Metodiev,N.Lütkenhaus,J.P.Bourgoin,NumericalApproachfor

UnstructuredQuantumkeyDistribution,NatureCommunications,7,11712,(2016)

J.M.Arrazola,MKarasamanis,N.Lütkenhaus,Practicalquantumretrievalgames,,Phys.

Rev.A93,06,062311(2016)

R.Namiki,L.Jiang,J.Kim,N.Lütkenhaus.(2016).Roleofsyndromeinformationona

one-wayquantumrepeaterusingteleportation-basederrorcorrection.PhysicalReview

A.InPress

PapersinRefereedConferenceProceedings:

H.Häseler,J.Rigas,O.GühneandN.Lütkenhaus,VerifyingEntanglementinQuantum

OpticalSystems;pages151-156,ProceedingsoftheQCMC2006,Ed.O.Hirota,J.H.

ShapiroandM.Sasaki,NICTPress,2007,ISBN978-4-904020-00-5.

M.HeidandN.Lütkenhaus,Securityofcoherentstatequantumcryptographyagainst

collectiveattacksunderGaussianchannelnoise,pages177-180,Proceedingsofthe

QCMC2006,Ed.O.Hirota,J.H.ShapiroandM.Sasaki,NICTPress,2007,ISBN978-4-

904020-00-5.

O.Gühne,N.Lütkenhaus,Nonlinearentanglementwitnesses,covariancematricesand

thegeometryofseparablestates,J.Phys.:Conf.Ser.67,012004(2007).

M.Razavi,H.Farmanbar,andN.Lütkenhaus,Long-distancequantumcommunication

withmultiplequantummemories,OFC’08TechnicalDigest,PaperJWA48,SanDiego,

CA,Feb.2008.

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94

M.Razavi,M.Piani,H.Farmanbar,K.Thompson,andN.Lütkenhaus,Physicaland

architecturalconsiderationsinquantumrepeaters,invitedtoSPIEPhotonicWest,Paper

7236-2,SanJose,CA,Jan.2009.

N.J.Beaudry,T.Moroder,N.Lütkenhaus,SquashingModelsforOpticalMeasurements,

QuantumCommunication,MeasurementandComputing,Proc.9thInternational

ConferenceonQuantumCommunication,Measurement,andComputing,ed.A.

Lvovsky,AIPConferenceProceedings,Vol1110,p.319-322,(2009).

G.O.Myhr,N.Lütkenhaus,A.C.Doherty,J.M.Renes,Symmetricextensionandits

applicationinQKD,QuantumCommunication,MeasurementandComputing,Proc.9th

InternationalConferenceonQuantumCommunication,Measurement,andComputing,

ed.A.Lvovsky,AIPConferenceProceedings,Vol1110,p359-362(2009).

M.Razavi,M.Piani,andN.Lütkenhaus,Ratedegradationinquantumrepeaterswith

imperfectmemories,Proc.9thInternationalQuantumCommunication,Measurement,

andComputing,Calgary,AB,Canada,Aug.2008,ed.A.Lvovsky,AIPConference

Proceedings,Vol1110,p261-264(2009).

H.HäselerandN.Lütkenhaus,TestingQuantumMemoriesviaEntanglement

Verification,QuantumCommunication,MeasurementandComputing,Proc.9th

InternationalConferenceonQuantumCommunication,Measurement,andComputing,

ed.A.Lvovsky,AIPConferenceProceedings,Vol1110,p.257-260,(2009).

M.Piani,D.Pitkanen,R.Kaltenbaek,N.Lütkenhaus,Linear-opticsrealizationofchannels

forsingle-photonmultimodequdits,inInternationalConferenceonQuantum

Information,OSATechnicalDigest(CD)(OpticalSocietyofAmerica,2011),paperQWC4.

N.Killoran,N.Lütkenhaus,Quantifyingthestrengthofopticalcommunicationdevices

usingentanglementmeasures,inInternationalConferenceonQuantumInformation,

OSATechnicalDigest(CD)(OpticalSocietyofAmerica,2011),paperQTuG6.

N.Killoran,N.Lütkenhaus,ExtendingQuantumOpticalBenchmarkswithEntanglement

Measures,inQuantumElectronicsandLaserScienceConference,OSATechnicalDigest

(CD)(OpticalSocietyofAmerica,2011),paperQThJ3.

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Lutkenhaus,Norbert January2017

95

N.Killoran,H.Häseler,N.Lütkenhaus,Quantumthroughput:Estimatingthe

quantumnessofopticaldevicesusinghomodynemeasurements,in10thInternational

ConferenceonQuantumCommunication,MeasurementandComputing(QCMC),eds.T.

RalphandP.K.Lam,AIPConferenceProceedings,Vol1363,p.215-218,(2010)(4pages).

J.M.Arrazola,N.Lütkenhaus,QuantumCommunicationComplexitywithCoherent

StatesandLinearOptics,Proceedingsofthe9thConferenceontheTheoryofQuantum

Computation,CommunicationandCryptography,TQC2014,May21-23,2014,National

UniversityofSingapore,Singapore.P36-47.

JuanMiguelArrazola,OlegGittsovich,NorbertLütkenhaus,Averageiterationsof

accessiblenonlinearwitnesses,ProceedingsoftheEleventhInternationalConference

OnQuantumCommunication,MeasurementAndComputation(QCMC),AIPConf.Proc.

1633,144(2014)

O.Gittsovich,T.Moroder,KeyrateforcalibrationrobesentanglementbasedBB84

quantumkeydistributionprotocol,ProceedingsoftheEleventhInternational

ConferenceonQuantumCommunication,MeasurementandComputation,

(QCMC),Vienna,Austria,July30-August3,2012,AIPConf.Proc.1633,156,(2014)[CP]

Other:

InvitedTalks:

SpringMeeting,AmericanPhysicalSociety,Denver,March5-9,2007.

InternationalLaserPhysicsConference,Trondheim,June29toJuly4,2008.

InternationalConferenceonInformationalTheoreticSecurity(ICTS),Calgary,August10-

13,2008.

AsianConferenceonQuantumInformationScience(AQIS'08),Seoul,August25-31,

2008.

InternationalConferenceonQuantumOpticsandQuantumInformation,Vilnius

(Lithuania),September20-23,2008.

DemonstrationofSECOQCNetwork,Vienna,October8-10,2008.

UpdatingQKD,TokyoConference,December1-2,2008.

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FiniteSizeEffectsinQKDWorkshop,Singapore,December3-9,2008.

QuantumcommunicationsRealizedII,SPIEInternationalSymposiumonIntegrated

OptoelectronicDevices,SanJose,CA,January24-29,2009.

QuantumKeyDistribution,QuantumInformationScience,Vienna,VA,April23-25,2009.

NATOAdvancedResearchWorkshop–QuantumCryptographyandComputing:Theory

andImplementation,NationalQuantumInformationCentreofGdańsk,Universityof

Gdańsk,Poland,September9-12,2009.

BoundStorageModelQKDWorkshop,Pasadena,March20-22,2010.

OpticsFiberConference–Invitedtalk,SanJose,March21-25,2010.

CREST2010,InternationalSymposiumonthePhysicsofQuantumTechnology,Tokyo,

April5-10,2010.

OpticalFiberCommunicationConference,SanDiego,SecurityofQuantumKey

Distribution,March21-25,2010.

ISPQT2010,(InternationalSymposiumonPhysicsofQuantumTechnology),

Hitotsubashi,Chiyoda-ku,Tokyo,April6-9,2010.

QuantumCommunication,ComputingandMeasurement,Brisbane,July19-23,2010.

LaserPhysics2010,FozdoIguacu,Brazil,July5-9,2010(declined).

TheTenthInternationalConferenceonQuantumCommunication,Measurementand

Computation(QCMC),TheUniversityofQueensland,Brisbane,Australia,July19-23,

2010.

UpdatingQuantumCryptographyandCommunication2010(UQCC),Tokyo,October18-

20,2010.

MaxPlanckInstitute(MPL)WinterRetreat,Scheffau,Austria,February28toMarch4,

2011.

InternationalConferenceonQuantumInformation(ICQI),Ottawa,June6-8,2011.

2011DAMOPAnnualMeeting,Atlanta,Georgia,June15-17,2011.

FrontierinOptics(FiO)2011-APS/DLSAnnualMeeting,SanJose,California,October

18-20,2011

QuantumInformationandMeasurement(QIM),Berlin,Germany,March19-21,2012.

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Lutkenhaus,Norbert January2017

97

Tsinghua-AarhusCTICWorkshoponQuantumInformationScience,TsinghuaUniversity,

Beijing,May21-27,2012.

PécsWorkshoponQuantumInformationandQuantumOptics,Pécs,Hungary,May28-

30,2012.

QuantumCommunicationWorkshoponSecureInformationTransmissioninthe

MaritimeEnvironment,LosAngeles,CA,USA,August28-30,2012.

QuantumAfrica2,Drakensberg,SouthAfrica,September3-7,2012.

SPIEconferenceonQuantum-Physics-basedInformationSecurity,Edinburgh,UK,

September24-27,2012.

CIFARQuantumInformationProcessingMeeting,Ottawa,November14-16,2012

SummerSchoolonQuantumPhysicsandQuantumInformatio,Olomouc,Czech

Republic,July20-25,2013.

SPIESecurity+Defence,DresdenGermany,September23-26,2013.

QANAS2013,Agra,India,November27-December1,2013.

APSMeeting,Denver,Colorado,March3-4,2014.

Quantum2014,Torino,Italy,May26-31,2014.

FrontiersinOptics/Laserscience2014,Tucson,Arizona,October19-23,2014.

WorkshoponScalableInformationProcessingwithQuantumNano-Photonics,

Cambridge,MA,12-13.March2015.

WorkshopforQuantumRepeatersandNetworks,Asilomar,PacificGrove,May15-17,

2015

TrustworthyQuantumInformationWorkshop,AnnArbor,June28-July1,2015

MaxPlanckSymposiumonSecurityandCryptography,Munich,6-7.July,2015

InternationalConferenceonCybersecurity,Riyadh,SaudiArabia,March29-30,2016

WorkshoponQuantumKeyDistributionStandardization,Jinan,ShandongProvince,

China,May31-June4,2016

ProtectionofLong-LivedSystemsConference,Darmstadt,Germany,July18–19,2016

FrontiersinOptics/LaserScienceConference,Rochester,NewYork,USA,October17-

21,2016

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Seminars:

ICFO,Barcelona(Acin,Lewenstein,Calsamiglia),October13-17,2008.

TalkatInstituteforPhotonicSciences(ICFO),SquashingModelsforOptical

MeasurementsinQuantumCommunication,November2008.

TalkatUniversitatAutonomadeBarcelona(UAB),TestingOpticalQuantumDevicesvia

EntanglementVerificatio,Barcelona,November2008.

Talk:VerschränkungalsBenchmarkinderQuanten-Kommunikation,Universityof

Erlangen,Erlangen,Germany,February2-3,2009.

IQC-NIIMeeting,Tokyo,February14-21,2009.

ETH,Zurich,March20–April3,2011.

RetreatofDivisionLeuchs,Max-PlanckInstituteforthePhysicsofLight,Schloss

Ringberg,October7-12,2012.

TalkattheUniversityofToronto,May9,2014.

TalkatTsignhuaUniversity,October31,2014.

RetreatoftheLeuchsDivision,MaxPlanckInstitutefortheScienceofLight,Schloss

Ringberg,December1-2,2015

TsinghuaUniversity,Beijing,China,May30,2016

Preprints:

X.F.Ma,T.Moroder,N.Lütkenhaus,Quantumkeydistributionsecureagainstthe

efficiencyloophole,(5pages,2figures)arXiv:0812.4301.

R.Alleaume,J.Bouda,C.Branciard,T.Debuisschert,M.Dianati,N.Gisin,M.Godfrey,P.

Grangier,T.Länger,A.Leverrier,N.Lütkenhaus,P.Painchault,M.Peev.,A.Poppe,T.

Pornin,J.Rarity,R.Renner,G.Ribordy,M.Riguidel,L.Salvail,A.Shields,H.Weinfurter,

A.Zeilinger,SECOQCWhitePaperonQuantumKeyarXiv:0701168

J.M.Arrazola,N.Lütkenhaus,Constant-EnergyQuantumFingerprinting,

arXiv:1309.5005

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99

S.Muralidharan,J.Kim,N.Lütkenhaus,M.D.Lukin,L.Jiang,Ultrafastandfault-tolerant

quantumcommunicationacrosslongdistances,arXiv:1310.5291v1

PeerReviewedConferenceContributions

M.Razavi,M.Piani,H.Farmanbar,K.Thompson,andN.Lütkenhaus,Physicaland

architecturalconsiderationsinquantumrepeaters,Proc.SPIE7236,723603(2009).

D.Stebila,M.Mosca,N.Lütkenhaus,TheCaseforQuantumKeyDistribution,

ProceedingsQuantumCom2009,LNICST36,pp.283-296,2010.

PeerReviewedReviews:

M.Dusek,N.Lütkenhaus,M.Hendrych,ProgressinOptics,Vol.39,Edt.E.Wolf,

Elsevier,2006,page381-454.

(ISBN978-0-444-52732-5)quant-ph/0601207.

V.Scarani,H.Bechmann-Pasquinucci,N.J.Cerf,M.Dusek,N.Lütkenhaus,M.Peev,The

securityofpracticalquantumkeydistribution,Rev.Mod.Phys.Vol81,p.1301(2009).

Contributionsforthewideraudience,Reviews

H.-K.LoandN.Lütkenhaus,QuantumCryptography:fromTheorytoPractice,Physicsin

Canada,Vol63,No.4,p191--196,2007.

R.Ursinetal,Space-QUEST:Experimentswithquantumentanglementinspace,

EurophysicsNewsVol40,No3page26(2009).

OtherPreprintsofResearchGroupledbyN.Lutkenhaus:

W.Y.Hwang,J.Bae,N.Killoran.No-signalingquantumkeydistribution:astraightforward

approach,arXiv:1202.3822v1.

OtherPublicationsofResearchGroupledbyN.Lutkenhaus:

M.Curty,K.Tamaki,T.Moroder,Effectofdetectordead-timesonthesecurity

evaluationofdifferential-phase-shiftquantumkeydistributionagainstsequential

attacks,Phys.Rev.A77,052321(20pp)(2008).

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100

X.Peng,H.Jiang,B.Xu,X.Ma,andH.Guo,Experimentalquantumkeydistributionwith

anuntrustedsource,OpticsLettes,Vol.33,Issue18,pp.2077-2079(2008).

C.Mora,M.Piani,H.-J.Briegel,Epsilon-measuresofentanglement,NewJ.Phys.10,

083027(2008).

A.Grudka,M.Horodecki,P.Horodecki,R.Horodecki,M.Piani,Entanglement-

redistributionboxes,Phys.Rev.A78,042317(2008).

R.Alicki,M.Piani,andN.VanRyn,QuantumnessWitnesses,J.Phys.AMath.Thero.41,

495303(2008).

E.Bocquillon,C.Couteau,M.Razavi,R.Laflamme,andG.Weihs,Coherencemeasures

forheraldedsingle-photonsources,Phys.Rev.A79,035801(2009).

M.Razavi,I.Söllner,E.Bocquillon,C.Couteau,R.Laflamme,andG.Weihs,

Characterizingheraldedsingle-photonsourceswithimperfectmeasurementdevices,J.

Phys.B:AtMol.Opt.Phys.42,114013(2009).

M.Piani,M.Christandl,C.E.Mora,P.Horodecki,Broadcastcopiesrevealthe

quantumnessofcorrelations,Phys.Rev.Lett.102,250503(2009).

M.Piani,J.Watrous;Allentangledstatesareusefulforchanneldiscrimination,Phys.

Rev.Lett.102,250501(2009).

M.J.Bremner,C.Mora,andA.Winter;AreRandomPureStatesUsefulforQuantum

Computation?,Phys.Rev.Lett.102,190502(2009).

C.Erven,X.Ma,R.Laflamme,G.Weihs,EntangledQuantumKeyDistributionwitha

BiasedBasisChoice,NewJ.Phys.Vol11,045025(2009).

M.Piani,RelativeEntropyofEntanglementandRestrictedMeasurements,Phys.Rev.

Lett.103,160504(2009).

A.Miranowicz,M.Piani,P.Horodecki,R.Horodecki,Inseparabilitycriteriabasedon

matricesofmoments,Phys.Rev.A80,052303(2009).

E.Bocquillon,C.Couteau,M.Razavi,R.Laflamme,andG.Weihs,Coherencemeasures

forheraldedsingle-photonsources,Phys.Rev.A79,035801(2009).

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101

M.Razavi,I.Söllner,E.Bocquillon,C.Couteau,R.Laflamme,andG.Weihs,

Characterizingheraldedsingle-photonsourceswithimperfectmeasurementdevices,J.

Phys.B:At.Mol.Opt.Phys.42,114013(2009).

M.Piani,J.Watrous,Allentangledstatesareusefulforchanneldiscrimination,Phys.

Rev.Lett.102,250501(2009).

A.Acín,R.Augusiak,D.Cavalcanti,C.Hadley,J.K.Korbicz,M.Lewenstein,Ll.Masanes,

M.Piani,Unifiedframeworkforcorrelationsintermsoflocalquantumobservables,

Phys.Rev.Lett.104,140404(2010).

C.E.Mora,M.Piani,A.Miyake,M.VandenNest,W.Dür,H.J.Briegel,Universal

resourcesforapproximateandstochasticmeasurement-basedquantumcomputation,

Phys.Rev.A81,042315(2010).

T.S.Cubitt,D.Leung,W.Matthews,A.Winter,Improvingzero-errorclassical

communicationwithentanglement,Phys.Rev.Lett.104,230503(2010).

W.Matthews,M.Piani,J.Watrous,Entanglementinchanneldiscriminationwith

restrictedmeasurements,Phys.Rev.A82,032302(2010).

J.Lavoie,R.Kaltenbaek,M.Piani,K.J.Resch,Experimentalboundentanglementina

four-photonstate,Phys.Rev.Lett.105,130501(2010).

M.Curty,X.F.Ma,B.Qi,T.Moroder,Passivedecoystatequantumkeydistributionwith

practicallightsource,Phys.Rev.A81,022310(2010)

X.F.Ma,,C.-H.F.Fung,J.-C.Boileau,H.F.Chau,Practicalpost-processingforquantum-

key-distributionexperiments,arXiv:0904.1994.

T.Moroder,O.Gittsovich,Calibration-robustentanglementdetectionbeyondBell

inequalities,Phys.Rev.A,85,032301(2012)[13pages]

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CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberof

programetc.)

Menezes,Alfred

Fullprofessor,tenured

MemberoftheGraduateFaculty:yes

b) DEGREES:designation,institution,department,yearPh.D.Combinatorics&Optimization(C&O),UniversityofWaterloo,1992.

MMAth,Combinatorics&Optimization,UniversityofWaterloo,1989.

B.Math,JointHonoursComputerScienceandC&O,UniversityofWaterloo,1987.

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firmJul.2003-present FullProfessor,DepartmentofC&O,UniversityofWaterloo.Cross

appointmenttoDavidR.CheritonSchoolofComputerScience

Sept.2011-Aug.2015 Chair,DepartmentofC&O,UniversityofWaterloo

Jan.1998-Jun.2003 AssociateProfessor,DepartmentofC&O,UniversityofWaterloo

(OnleavefromSeptember2000-August2001)

Apr.2009-Jul.2013 Consultant,ResearchinMotion,Ontario,Canada

May2002-Mar.2009 Consultant,CerticomCorp.,Ontario,Canada

Sept.2000-Aug.2001 SeniorCryptographer&DirectorofResearch,CerticomCorp.,

Ontario,Canada

Sept.1994-Aug.2000 Consultant,CerticomCorp.,OntarioCanada

Sept.1997-Dec.1997 AssociateProfessor(tenured),DiscreteandStatisticalSciences,

AuburnUniversity

Sept.1992-Aug.1997 AssistantProfessor,DiscreteandStatisticalSciences,Auburn

University

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)DistinguishedTeachingAward,UniversityofWaterloo,2012

FacultyofMathematicsAwardforDistinctioninTeaching,UniversityofWaterloo,2010

OutstandingPerformanceAward,UniversityofWaterloo,2004,2008,2011,2014

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103

FacultyofMathematicsFacultyFellow,UniversityofWaterloo,2005-2008

HallMedal,InstituteofCombinatoricsanditsApplications,2001

AuburnUniversitySigmaXiResearchAward,1995

AuburnUniversityBookAuthorAward,1994

OutstandingAchievementinGraduateStudies,UniversityofWaterloo,1992

OntarioGraduateScholarship,1990-1992

e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmembershipsinsocieties)

CentreforAppliedCryptographicResearch

Sept.2011 ManagingDirector

ServicetoUniversityofWaterloo

July2008-June2010 C&ODepartmentTenureandPromotionCommittee

Mar.2009-Jan.2010 DeanofMathematicsNominatingCommittee

Sept.2009-Aug.2011C&ODepartmentExecutiveCommittee

Jan.2010-Aug.2010 AssociateChairforGraduateStudies,DepartmentofC&O

Sept.2011-Aug.2015Chair,DepartmentofC&O

ConferenceOrganization

2008-present SteeringCommitteeMemberfortheAnnualECCworkshop

Sept.2012 ScientificCommitteeMemberforECC2012

Sept.2011 ScientificCommitteeMemberforECC2011

2007-2013 SteeringCommitteeMemberforannualPairingconference

Sept.2013 ScientificCommitteeMemberforECC2013

Oct.2014 GeneralchairofPQCrypto2014

Oct.2014 ScientificCommitteeMemberforECC

Sept.2014 Programchair(withD.Aranha)forLATINCRYPT2014

ProgramCommitteeMember

2010 PKC

2010 Africacrypt

2010 Latincrypt

2010 IWSEC

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2010 ISC

2010 Indocrypt

2011 Eurocrypt

2011 Asiacrypt

2013 SAC

2015 Latincrypt

2015 SECITC

2016 Mycrypt

ReviewerofGrantApplications

2002-present MemberofNSERCCollegeofReviewers

2010,2012 NSERC

2010 NetherlandsOrganizationforScientificResearch

2011 EuropeanResearchCouncil

2013 FWO

Editorial

1999-present AccreditationboardmemberofComputer&CommunicationsSecurity

Abstracts

2005-present EditorialboardmemberofContributionstoDiscreteMathematics

2006-present EditorialboardmemberofJournalofMathematicalCryptology

2009-2011 EditorialboardmemberofEncyclopediaofCryptographyandSecurity

(secondedition)

2012–present EditorialboardmemberofAdvancesinMathematicsofCommunication

2015–2018 AssociateEditorIEEETransactionsonInformationTheory

Refereeing-Conferences

2010 Crypto

2013 Asiacrypt

2013 Eurocrypt

2016 SAC

2016 ACNS

Other

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2005-2010 TechnicalAdvisoryPanel,CenterforInformationSecurityand

Cryptography

2005-present AdvisoryBoardMember,XtremeMobility

2014-present SecurityLeadershipTeam,InfoSecGlobal

2015-present ScientificAdvisoryBoardMamber,ZebraPet

f) GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogressCompleted:30M.A.,6Ph.D.9PDF

Inprogress:3M.A.

NAMEOFSTUDENTSsupervisedwithinthepastsevenyears,titleofthesisofproject,yearof

firstregistrationandyearofcompletion:

RandyYee(M.Math)Aug2016.

GoraAdj(Ph.D)(CINVESTAV,Mexico),Jul2016(withF.Rodrıguez-Henrıquez)

KenwrickMayo(M.Math)Aug2015

MichaelWesolowski(M.Math)Apr2015

Marie-SarahLacharite(M.Math)Apr2014

DanielleDrainville(M.Math)Dec2012

EdwardKnapp(Ph.D.)Dec2012

DaleBrydon(M.Math)Apr2012

KeweiYu(M.Math)Aug2011

SouradyutiPaul,Oct2012–Oct2013

ShermanChow,Oct2010–Oct2012(withD.Jao)

KorayKarabina,May2010–Jan2011,Aug2011–Aug2012

SanjitChatterjee,Oct2007–Oct2010

g) GRADUATECOURSES:past7years,byyearLectures:

Winter2017 AppliedCryptography(CO487)

Fall2016 MathematicsofPublic-KeyCryptography(CO485/685)

Fall2016 Algebra(Math135)

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Fall2012 Algebra–AdvancedLevel(Math145)

Winter2010 CodingTheory(CO331)

Winter2003 IntroductiontoCombinatorics(Math239)

h) EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,industry,government,foundations,other);amount;principalinvestigator;purpose(research,travel,publications,etc...)

Year Source Type* Amountperyear Purpose**

2012-17 NSERCCREATE C $300,000 Research

2011-17 NSERCDISCOVERY C $33,280 Research

2010-15 OntarioResearchFund G $350,566 Research

2010-14 NSERCCRD C $77,538 Research

2011-2013 NSERCCRD C $66,000 Research

2012-12 ResearchinMotion O $50,000 Research

2009-14 PitneyBowes O $80,000 Research

2009-12 NSERCStrategic C $149,979 Research

2009-14 OntarioResearchFund G $393,000 Research

2006-11 NSERCDiscovery C $22,000 Research

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawarded

throughtheUniversity,etc.]

i)PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandinclude

thefollowinginformation:booksauthored,booksedited(alistofthechapterscontributedby

theeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedintheabove

category),papersinrefereedjournals,papersinrefereedconferenceproceedings,technical

reports,abstractsand/orpapersread,andothers.Eachtitlemustshowthenamesofthe

authorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepage

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numbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthe

variouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored 4

-Booksedited 6

-Chaptersinbooks 7

-Papersinrefereedjournal 82

-Papersinrefereedconferenceproceedings 53

-Technicalreports(IndustryStandards) 3

Abstractsand/orpapersread

-Others(workshopspresented)......................................................................................................

37

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papersin

refereedjournals.

Booksedited:

SpecialIssueonCryptography,Codes,DesignsandFiniteFields:InMemoryofScottA.

Vanstone,Designs,CodesandCryptography,2015Volume77,Issues2-3,(withI.BlakeandD.

Stinson).

ProgressinCryptology–LATINCRYPT2014,LectureNotesinComputerScience,8895,Springer-

Verlag,2015(withD.Aranha).

ChaptersinBooks:

“Introductiontocryptography”,HandbookofFiniteFields,editedbyG.MullenandD.Panario,

CRCPress,2013,pages741-750.

Severalentriesonellipticcurvecryptography,EncyclopediaofCryptographyandSecurity(2nd

edition),editedbyH.vanTilborgandS.Jajodia,Springer,2011,pages379-380,397-401,403-

410,705-706,843-844,857,907-909(withD.Hankerson).

PapersinrefereedJournals:

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108

“Oninstantiatingpairing-basedprotocolswithellipticcurvesofembeddingdegreeone”,IEEE

TransactionsonComputers,toappear(withS.ChatterjeeandF.Rodrıguez-Henrıquez),

“ChallengeswithassessingtheimpactofNFSadvancesonthesecurityofpairing-based

cryptography”,toappear(withP.SarkarandS.Singh).

“AnotherlookattightnessII:Practicalissuesincryptography”,toappear(withS.Chatterjee,N.

KoblitzandP.Sarkar).

“Ariddlewrappedinanenigma”,IEEESecurity&Privacy,toappear(withN.Koblitz).

“Cryptocash,cryptocurrencies,andcryptocontracts”,Designs,CodesandCryptography,78

(2016), 87-102(withN.Koblitz).

“Type2structure-preservingsignatureschemesrevisited”,AdvancesinCryptology–ASIACRYPT

2015, LectureNotesinComputerScience,9452(2015),286-310(withS.Chatterjee).

“Therandomoraclemodel:Atwenty-yearretrospective”,Designs,CodesandCryptography,77

(2015), 587-610(withN.Koblitz).

“Faultattacksonpairing-basedprotocolsrevisited”,IEEETransactionsonComputers,64(2015),

1707-1714(withS.ChatterjeeandK.Karabina).

“ComputingdiscretelogarithmsinF36·137andF36·163usingMagma”,InternationalWorkshop

on ArithmeticofFiniteFields–WAIFI2014,LectureNotesinComputerScience,9061(2015),3-

22(withG. Adj,T.OliveiraandF.Rodrıguez-Henrıquez).

“WeaknessofF36·1429andF24·3041fordiscretelogarithmcryptography”,FiniteFieldsand

Their Applications,32(2015),148-170(withG.Adj,T.OliveiraandF.Rodrıguez-Henrıquez).

“Anotherlookatsecuritytheoremsfor1-keynestedMACs”,C.K.Koc(ed.),OpenProblemsin

MathematicsandComputationalScience,Springer,2014,69-89(withN.Koblitz).

“WeaknessofF36·509fordiscretelogarithmcryptography”Pairing-BasedCryptography–

Pairing2013, LectureNotesinComputerScience,8365(2014),20-44(withG.Adj,T.Oliveira

andF. Rodrıguez-Henrıquez).

“Anotherlookatnon-uniformity”,GroupsComplexityCryptology,5(2013),117-140(withN.

Koblitz).

“AnotherlookatHMAC”,JournalofMathematicalCryptology,7(2013),225-251(withN.

Koblitz).

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109

“GeneralizationsofVerheul’stheoremtoasymmetricpairings”,AdvancesinMathematicsof

Communication,7(2013),103-111(withK.KarabinaandE.Knapp).

“Implementingpairingsatthe192-bitsecuritylevel”,Pairing-BasedCryptography–Pairing

2012, LectureNotesinComputerScience,7708(2013),177-195(withD.Aranha,L.Fuentes-

Castaneda,E. KnappandF.Rodrıguez-Henrıquez).

“Anotherlookatsecuritydefinitions”,AdvancesinMathematicsofCommunications7(2013),

1-38 (withN.Koblitz).

“Anotherlookattightness”,Proceedingsofthe18thAnnualWorkshoponSelectedAreasin

Cryptography,LectureNotesinComputerScience,7118(2012),293-319(withS.Chatterjee

andP. Sarkar).

“Discretelogarithms,Diffie-Hellman,andreductions”,VietnamJournalofMathematics,39

(2011), 267-285(withN.KoblitzandI.Shparlinski).

“ParallelizingtheWeilandTatepairings”CryptographyandCoding:13thIMAInternational

Conference,LectureNotesinComputerScience,7089(2011),275-295(withD.Aranha,E.

Knappand F.Rodrıguez-Henrıquez).

“Oncryptographicprotocolsemployingasymmetricbilinearpairings–Theroleofψrevisited”,

Discrete AppliedMathematics,159(2011),1311-1322(withS.Chatterjee).

“AgenericvariantofNIST’sKAS2keyagreementprotocol”,The16thAustralasianConference

on InformationSecurityandPrivacy(ACISP2011),LectureNotesinComputerScience,6812

(2011), 353-370(withS.ChatterjeeandB.Ustaoglu).

“Ellipticcurvecryptography:Theserpentinecourseofaparadigmshift”,JournalofNumber

Theory, 131(2011),781-814(withA.KoblitzandN.Koblitz).

Papersinrefereedconferenceproceedings:

SelectedAreasinCryptography(SAC2014),Montreal,Aug2014.

OpenProblemsinMathematical&ComputationalSciences,Istanbul,Sep2013.

PitneyBowesInformationSecurityConference,Connecticut,Jun2013.

PitneyBowesInformationSecurityConference,Connecticut,Jul2012.

EUROCRYPT2012,Cambridge,Apr2012.

JointGerman-CanadianWorkshoponEmbeddedSystems,SignalProcessing,andITSecurity

(ESSPRITS2011),Waterloo,Oct2011.

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SelectedAreasinCryptography(SAC2011),Toronto,Aug2011.

PitneyBowesInformationSecurityConference,Connecticut,Jun2011.

Others(workshopspresented):

CINVESTAV,Mexico,Jul2016.

IndianStatisticalInstitute,Kolkata,Mar2016.

AuburnUniversityMathematicsClub,Auburn,Feb2012.

Seminar,UniversityofWaterloo:Mar2004,Jul2005,Jul2008,Jan2010,Jul2014

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CurriculumVitae

a) NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberofprogrametc.)

Mosca,Michele,Faculty,AcademicUniversityResearchChair,Tenured

MemberoftheGraduateFaculty,Yes

b) DEGREES:designation,institution,department,year

Ph.D.Mathematics,UniversityofOxford,UnitedKingdom,1999

MSc.MathematicsandFoundationsofComputerScience,UniversityofOxford,United

Kingdom,1996

B.Math,Combinatorics&OptimizationandPureMathematics,UniversityofWaterloo,

Canada,1995

(SemesterAbroad)Mathematics,BudapestSemestersinMathematics,Hungary,1994

c) EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm

2012-Present Director,CryptoWorks21,NSERCCREATE

2012-Present UniversityResearchChair,UniversityofWaterloo

2010-Present Fellow,QuantumInformationProgram,CanadianInstituteforAdvanced

Research(CIFAR)

2009-Present FullProfessor,DepartmentofCombinatorics&Optimization,University

ofWaterloo

2002-2016 DeputyDirector,InstituteforQuantumComputing

2001-Present Researcher,PerimeterInstituteforTheoreticalPhysics

2001-Present Member,Guelph-WaterlooPhysicsInstitute

2001-Present Cross-appointedFacultyMember,DepartmentofPhysics,Universityof

Waterloo

1999-Present Member,CentreforAppliedCryptographicResearch,Universityof

Waterloo

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2003-2009 AssociateProfessor,DepartmentofMathematics,St.Jerome’s

UniversityandDepartmentofCombinatorics&Optimization,University

ofWaterloo(jointappointment)

2003-2010 Scholar,QuantumInformationProgram,CIFAR

1999-2003 AssistantProfessor,St.Jerome’sUniversityandUniversityofWaterloo

(jointappointment)

1998-1999 RobinGandyJuniorResearchFellow,WolfsonCollege,Universityof

Oxford,UnitedKingdom

1997-1997 GraduateResearchAssistant,NIS–InternationalSecurity,LosAlamos

NationalLaboratory,U.S.A

d) HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)

UniversityResearchChair,UniversityofWaterloo,2012-Present

QueenElizabethIIDiamondJubileeMedal,2013

Canada’stop40under40,2010

CanadianInstituteforAdvancedResearch(CIFAR)FellowQIPprogramsince2010,

Scholarsince2003

WaterlooRegion40under40:“Honoringthosemakingadifferenceinourregion”,2010

InvitedSpeaker,AAASScienceandTechnologyWorkshop“PlugintoCanada”,organized

bytheCanadianEmbassy,January2005

VisitingFellowatKing’sCollege,UniversityofCambridge,October2005

CanadaResearchChair(Tier2),2002-2012

Premier’sResearchExcellenceAward,Ontario,2000-2005

FellowoftheInstituteforCombinatoricsanditsApplications,2000-Present

RobinGandyJuniorResearchFellowship,WolfsonCollege,Oxford,1998-1999

e) SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorialpositionsbutnotmemberships

insocieties)

2008-2011 InitiatingQuantumCryptographySummerSchoolforYoungScientists

(QCSYS)

2010-2013 Director,QuantumInformationCollaborativeGraduateProgram

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113

2000-present AssociateEditor,QuantumInformationandComputation

2016 CybersecurityandPrivacySteeringCommittee

2015-2016 MemberofUWMathResearchActivityCommittee

2011-2017 MemberofUWSenate,

2014-2015 MemberofUWBoardofGovernorsBuilding&PropertiesCommittee

2014-2015 MemberofUWVPUniversityRelationsSearchCommittee

2012-2013 MemberofUWMathCERCsearchcommittee

2012-2013 MemberofUWCombinatoricsandOptimizationTenureandPromotion

Committee

2011-2013 MemberofUWVPResearchAdvisoryCommitteeonUniversityCentres

andInstitutes

2012-2015 MemberofUWBoardofGovernorsExecutiveCommittee

2013-2016 MemberofUWSenateFinanceCommittee

2011-2015 MemberofUWBoardofGovernors

2011-2012 MemberofUWSenateExecutiveCommittee

2016 Co-organizerofthefourthETSIworksoponquantum-safecryptography

inpartnershipwithIQC,Toronto,ON

2016 Co-organizeroftheQuantumComputerScienceWorkshopBanff

InternationalResearchStationforMathematicalInnovationand

Discovery,Banff,Alberta

2015 Co-organizerofthethirdETSIworkshoponquantum-safecryptography

inpartnershipwithIQChostedbySKTelecom,SeoulKorea

2015 Co-organizeroftheQuantumProgrammingLanguagesandCircuit

Workshop,WaterlooCanada

2015 Co-organizer,Dagstuhlseminaron"QuantumCryptanalysis",Lebibniz-

ZentrumfurInformatik,DagstulSeminar15371

2014 Co-organizeroftheFieldsInstituteWorkshoponQuantumOptimization

2014 ProgramCommitteeChair,PQCrypto2014Waterloo

2014 Co-organizerofthesecondETSIworkshoponquantum-safe

cryptographyinPartnershipwithIQC

2014 Co-organizerofthePost-QuantumCryptographySummerSchool

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2013 ProgramCommitteeMember,AfricaCrypt2013,Cairo,Egypt

2013 ProgramCommitteeMember,PQCrypto2013,Limoges,France

2013 Co-organizerofthefirstETSIworkshoponquantum-safecryptography

2013 Co-organizer,Dagstuhlseminaron“QuantumCryptanalysis”,Leibniz-

ZentrumFurInformatik

2012 Co-organizer,3dayCIFARworkshoponquantuminformation

processing,Ottawa

2012 Co-organizer,“Post-QuantumCryptographyandQuantumAlgorithms”,

Leiden,TheNetherlands

2012 Advisorymember,2ndAQuAStudentCongressonQuantumInformation

&Computation

2012 Co-organizerandpaelistofasessionattheCongress2012ofthe

HumanitiesandSocialSciences,Waterloo

2012 Co-organizer,3-dayworkshoponRecentProgressinQuantum

Algorithms,Waterloo

2011 ProgramCommitteeMember,IndoCrypt2011,India

2011 ProgramCommitteeMember,PQCrypto2011,Taipei,Taiwan

2011 ProgramCommitteeMember,TQC2011,Madrid,Spain

2011 Co-organizer,Dagstuhlseminaron“QuantumCryptanalysis”,Leibniz-

ZentrumfurInformatik

2011 Co-organizer,QuantumKeyDistribution(QKD)SummerSchool,IQC,

Waterloo

2010 ProgramCommitteeMember,AfricaCrypt2010,Cairo,Egypt

2010 ProgramCommitteeCo-Chair,AsianConferenceonQuantum

InformationScience(AQIS2007),Kyoto,Japan

2010 Co-organizer,“TheoryandRealisationofPracticalQuantumKey

Distribution2010”workshop,IQC,Waterloo

f) GRADUATESUPERVISIONS:master=s,doctoral,postdoctoral-completed/inprogress

Completed:3PDF,14Ph.D.,16Masters.

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InProgress:5PDF,7Ph.D.,1M.Eng,2M.Sc.,1M.Math

NAMEOFSTUDENTSsupervisedwithinthepastsevenyears,titleofthesisofproject,

yearoffirstregistrationandyearofcompletion:

P.Tysowski(PDF),Post-QuantumCryptography,2016-presentZ.Liu(PDF),Post-QuantumCryptography,2016-presentJ.Doliskani(PDF),Post-QuantumCryptography,2016-presentG.Pereira(PDF),Post-QuantumCryptography,2016-presentJ-F.Biasse(PDF),QuantumCryptography,2014–2015K.Kalach(PDF),QuantumCryptography,2014–2015F.Song(PDF),QuantumCryptography,2013–2016V.Gheorghiu(PDF),QuantumAlgorithmsCircuits,2013–presentG.Gutoski(PDF),QuantumCryptography,2013–2016K.Lee(PDF),QuantumAlgorithms,2012-2014D.Gosset(PDF),QuantumInformation,2011–2014S.Garnerone(PDF),QuantumInformation,2011–2014LinChen(PDF),QuantumInformation,2011-2013ZhengfengJi(PDF),QuantumInformation,2011–2016M.Kieferova(Ph.D.),QuantumCircuits,2014–presentD.Hoving(Ph.D.),QuantumCryptography,2013–2016V.Russo(Ph.D.),QuantumComputationalComplexity,2012–presentS.Raeisi(Ph.D.),QuantumInformation,2011–2015V.Kliuchnikov(Ph.D.),QuantumCircuits,2011-2014S.Jeffery(Ph.D.),QuantumAlgorithmsandComplexity,2011-2014J.Smith(Ph.D.),QuantumAlgorithms,2007-2012I.Mashhad(Ph.D.),QuantumInformation,2008-2012M.McKague(Ph.D.),QuantumCryptography,2005-2010J.Fernick(M.Eng),Post-quantumCryptographyandSatelliteQKD,2014–2015A.Parent(M.Sc.),QuantumCircuits,2014–2016O.DiMatteo(M.Sc.),QuantumCircuits,2014–2015J.Schanck(M.Math),Post-QuantumCryptography,2013–2015S.Arunachalam(M.Math),QuantumAlgorithmsandQuantumCryptography,2012-2014M.Amy(M.Math),QuantumCircuits,2011-2012A.Parent(M.Sc.),QuantumCircuits,2011-2014S.Jeffery(M.Math),QuantumAlgorithmsandComplexity,2009-2011

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g) GRADUATECOURSES:past7years,byyear

2016 TopicsinQuantumSafeCryptography

2015 TopicsinQuantumSafeCryptography

2014 AbstractAlgebra

IntroductiontoQuantumComputation

2013 LinearAlgebraI

IntroductiontoQuantumComputation

2012 AppliedMatrixAlgebra

2011 AppliedMatrixAlgebra

IntroductiontoQuantumComputation

h) 1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(grantingcouncils,industry,government,

foundations,other);amount;principalinvestigator;purpose(research,travel,publications,etc...)

Year Source Type* Amountper

Year$

Purpose**

2017 Governmentof

Canada

G 79,791.75 Research

2016-2017 Governmentof

Canada

G 210,000 Research

2016 Governmentof

Canada

G 180,000 Research

2014-2015 Governmentof

Canada

G 11,300 Research

2016-2017 Governmentof

Canada

G 218,469 Research

2016-2017 Governmentof

Canada

G 421,886 Research

2015-2016 Governmentof

Canada

G 313,583 Research

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2015 Governmentof

Canada

G 241,126 Research

2014-2019 NSERC C 62,000 Research

2014-2017 Knowledge

Mobilization

C 400,000 Research

2013-2016 ONR C 250,000 Research

2013-2018 CFIleadingedge

fund

C 490,000 Research

2013-2018 Ontario

ResearchFund

C 490,000 Research

2012 ARO(USArmy

ResearchOffice)

C 187,500(US) Research

2013 ARO C 375,000(US) Research

2014 ARO C 375,000(US) Research

2012-2018 NSERC C 150,000

(Year1)

300,000

(Years2-6)

Research

2011-2012 RaytheonBBN

Technologies

andIARPA

C 709,750(US) Research

2012-2013 RaytheonBBN

Technologies

andIARPA

C 316,836(US) Research

2010-2012 Programme

Blanc

International

C 200,000 Research

2010-2015 Ontario

ResearchFund–

C 350,000 Research

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Research

ExcellenceFund

2010-2012 NSERC,CRD C 250,000 Research

2010-2014 Canadian

Institutefor

Advanced

Research

C 25,000 Research

2009-2011 QuantumWorks

–NSERC

Innovation

Platform

C 45,000 Research

2009-2010 Communications

Security

Establishment

Canada

C 24,000 Research

2008-2012 Mathematicsof

Information

Technologyand

Complex

Systems

C 180,000 Research

2008-2014 NSERC–

Discovery

C 41,000 Research

2007-2011 Canada

ResearchChairs

Program

C 100,000 Research

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

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2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrants

awardedthroughtheUniversity,etc.]

Year Source Type* Amountper

Year

Purpose**

2014-

2015

VPAcademic&

Provost

Institutional

Support

O 120,000 CryptoWorks

21Matching

Contributions

2014-

2015

DeanofMath O 30,000 CryptoWorks

21Matching

Contributions

2014-

2015

DeanofScience O 30,000 CryptoWorks

21Matching

Contributions

2014-

2015

Deanof

Engineering

O 10,000 CryptoWorks

21Matching

Contributions

2014-

2015

IQC O 50,000 CryptoWorks

21Matching

Contributions

2013-

2014

VPAcademic&

Provost

Institutional

Support

O 120,000 CryptoWorks

21Matching

Contributions

2013-

2014

DeanofMath O 30,000 CryptoWorks

21Matching

Contributions

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2013-

2014

DeanofScience O 30,000 CryptoWorks

21Matching

Contributions

2013-

2014

Deanof

Engineering

O 10,000 CryptoWorks

21Matching

Contributions

2013-

2014

IQC O 50,000 CryptoWorks

21Matching

Contributions

2012-

2013

VPAcademic&

Provost

Institutional

Support

O 60,000 CryptoWorks

21Matching

Contributions

2012-

2013

DeanofMath O 20,000 CryptoWorks

21Matching

Contributions

2012-

2013

DeanofScience O 20,000 CryptoWorks

21Matching

Contributions

2012-

2013

Deanof

Engineering

O 5,000 CryptoWorks

21Matching

Contributions

2012-

2013

IQC O 15,000 CryptoWorks

21Matching

Contributions

i) PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandincludethefollowing

information:booksauthored,booksedited(alistofthechapterscontributedbytheeditormustfolloweach

title),chaptersinbooks(otherthanthoselistedintheabovecategory),papersinrefereedjournals,papersin

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refereedconferenceproceedings,technicalreports,abstractsand/orpapersread,andothers.Eachtitlemust

showthenamesoftheauthorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepage

numbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthevariouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored...........................................................................................................................1

-Booksedited................................................................................................................................0

-Chaptersinbooks........................................................................................................................6

-Papersinrefereedjournal.........................................................................................................55

-Papersinrefereedconferenceproceedings................................................................................0

-Technicalreports.........................................................................................................................0

-Abstractsand/orpapersread......................................................................................................0

-Others(workshopspresented)...............................................................................................123

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,papersinrefereed

journals.

BooksAuthored:

1. [KLM07]P.Kaye,R.Laflamme,M.Mosca,“AnIntroductiontoQuantumComputation”,OxfordUniversityPress,(ISBN:0198570007),2007.

PapersinRefereedJournals:

1. [DM16]O.DiMatteo,M.Mosca,“ParallelizingQuantumCircuitSynthesis”,QuantumScienceandTechnology,IOP,Vol.1,Number1(2016).[ARXIV:1606.07413]

2. [KMM16]V.Kliuchnikov,D.Maslov,andM.Mosca,“Practicalapproximationofsingle-qubitunitariesbysingle-qubitquantumCliffordandTcircuits”,IEEETransactionsonComputers,Vol.65,issue1,pp.161-172(2016).[arXiv:1212.6964]

3. [AGJMS15]S.Arunachalam,V.Gheorghiu,T.Jochym-O’Connor,M.MoscaandP.Srinivasan,“OntheRobustnessofbucketbrigadequantumRAM”,NewJournalofPhysics,Vol.17,123010(2015).

4. [RM15]S.Raeisi,M.Mosca,“AsymptoticBoundforHeat-BathAlgorithmicCooling”,PhysicalReviewLetter,Vol.114,issue10,100400(2015).

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5. [LMP15]T.Laarhoven,M.Mosca,andJ.vandePol,“Findingshortestlatticevectorsfasterusingquantumsearch”,(Springer)Designs,CodesandCryptography,Vol.7932,pp.83-101(2015).

6. [AGJMS15]S.Arunachalam,V.Gheorghiu,T.Jochym-O’Connor,M.Mosca,P.Srinivasan,“OntheRobustnessofBucketBrigadeQuantumRAM”,inproceedingsof10thConf.onTheoryofQuantumComputation,Communication&Cryptography(TQC2015),Vol.44,pp.226-244.

7. [IM14]L.IoannouandM.Mosca,”Unconditionally-secureandreusablepublic-keyauthentication”,TheoryofQuantumComputations,Communications,andCryptography,pp.121-142(2014).

8. [IM14]L.IoannouandM.Mosca,“Public-keycryptographybasedonboundedquantumreferenceframes”,toappearinTheoreticalComputerScience(specialissueonQKD).[arXiv:0903.5156]

9. [AMM14]*M.Amy,D.Maslov,M.Mosca,“Polynomial-timeT-depthOptimizationofClifford+TcircuitsviaMatroidPartitioning”,IEEETransactionsonComputer-AidedDesignofIntegratedCircuitsandSystems).Vol.33,issue10,pp.1486-1476(2014).[arxiv.org/abs/1303.2042]

10. [GKMR14]**D.Gosset,*V.Kliuchnikov,M.Mosca,*V.Russo,“AnalgorithmfortheT-count”,toappearinQuantumInformationComputation(QIC).[arXiv:1308.4134]

11. [AMMR13]*M.Amy,D.Maslov,M.Mosca,M.Roetteler,“Ameetinthemiddlealgorithmforfastsynthesisofdepth-optimalquantumcircuits”,IEEETransactionsonComputer-AidedDesignofIntegratedCircuitsandSystems,Vol.32,pp.818-830(2013).[arxiv.org/abs/1206.0758]

12. [KMM13b]*V.Kliuchnikov,D.Maslov,andM.Mosca,“AsymptoticallyoptimalapproximationofsinglequbitunitariesbyCliffordandTcircuitsusingaconstantnumberofancillaryqubits”,PhysicalReviewLetters,110,190502(2013).[arXiv:1212.0822]

13. [LMP13]T.Laarhoven,M.Mosca,J.vandePol,“Solvingtheshortestvectorprobleminlatticesfasterusingquantumsearch”,InProceedingsofthe5thinternationalConferencesonPost-QuantumCryptography(PQCrypto2013),LectureNotesinComputerScience,Vol.7932,pp.83-101,Springer(2013).[arXiv:1301.6176]

14. [MSU13]M.Mosca,D.Stebila,B.Ustaoglu,"QuantumKeyDistributionintheClassicalAuthenticatedKeyExchangeFramework",InProceedingsofthe5thInternationalConferenceonPost-QuantumCryptography(PQCrypto2013),LectureNotesinComputerScience,Vol.7932,pp.136-154,Springer(2013).[arXiv:1206.6150]

15. [KMM13a]*V.Kliuchnikov,D.Maslov,andM.Mosca,"FastandefficientexactsynthesisofsinglequbitunitariesgeneratedbyCliffordandTgates",Vol.13,No.7,pp.607-630,QuantumInformationandComputation(2013).[arXiv:1206.5236]

16. [IM12]**L.Ioannou,M.Mosca,“AnewspinonQuantumCryptography:Avoidingtrapdoorsandembracingpublickeys”,InProceedingsofthe4thInternationalConferenceonPost-QuantumCryptography(PQCrypto2011),LectureNotesinComputerScience,Vol.7071,pp.255-274,Springer(2011).[arXiv:1109.3235]

17. [IM12b]**L.IoannouandM.Mosca,“Unconditionally-secureandreusablepublic-keyauthentication”,Proceedingsof6thConf.onTheoryofQuantumComputation,Communication&Cryptography(TQC2011),LectureNotesinComputerScience,Vol.6745,Springer(2014).[arXiv:1108.2887v1]

18. [IM11a]**L.IoannouandM.Mosca,“Public-keycryptographybasedonboundedquantum

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referenceframes”,toappearinTheoreticalComputerScience(specialissueonQKD).[arXiv:0903.5156]

19. [MM11]*M.McKagueandM.Mosca,“Generalizedself-testingandthesecurityofthe6-stateprotocol”,InProceedingsof5thConf.onTheoryofQuantumComputation,Communication&Cryptography(TQC2010),LectureNotesinComputerScience,Vol.6519,pp.113-130,Springer(2011).[arXiv:1006.0150]

20. [IM10]**L.IoannouandM.Mosca,“Universalquantumcomputationinahiddenbasis”,QuantumInformationandComputation,Vol.10No.7&8July1,2010,pp.541-561(2010).[arXiv:0810.2780v3]

21. [MS10]MicheleMosca,*DouglasStebila,“QuantumCoins”,Error-CorrectingCodes,FiniteGeometriesandCryptography,ContemporaryMathematics,Vol.523,pp.35-47.AmericanMathematicalSociety(2010).

22. [WMN10]**Tzu-ChiehWei,MicheleMosca,AshwinNayak,“InteractingbosonproblemsareQMA-hard”,Phys.Rev.Lett.104,040501(2010).

23. [SML10]*DouglasStebila,MicheleMosca,NorbertLütkenhaus,“TheCaseforQuantumKeyDistribution”ProceedingsofQuantumComm2009WorkshoponQuantumandClassicalInformationSecurity,LectureNotesoftheInstituteforComputerSciences,SocialInformaticsandTelecommunicationsEngineering,vol.36,pp.283-296.Springer(2010).

24. [SMM09]*L.Sheridan,**D.Maslov,M.Mosca,“ApproximatingFractionalTimeQuantumEvolution”,JournalofPhysicsA:Math.Theor.42(2009)185302.

25. [CGMSY09]R.Cleve,D.Gottesman,M.Mosca,R.Somma,andD.Yonge-Mallo,“EfficientDiscrete-TimeSimulationsofContinuous-TimeQuantumQueryAlgorithms”,Proceedingsof41stAnnualACMSymposiumonTheoryofComputing(STOC’09),Bethesda,USA(2009).

26. [MMG09],*M.McKague,M.MoscaandN.Gisin,“SimulatingQuantumSystemsUsingRealHilbertSpaces”,PhysicalReviewLetters,102(2),020505(2009).

27. [IM08]L.IoannouandM.Mosca,“Limitationsofsomesimpleadiabaticquantumalgorithms”,InternationalJournalofQuantumInformation,Vol.6,Issue3,pp.419-426(2008).

28. [MFM08]**D.Maslov,S.M.Falconer,andM.Mosca.QuantumCircuitPlacement.IEEETransactionsonCAD,Vol.27(4),pp.752-763(2008).

29. [MFM07]**D.Maslov,S.M.Falconer,andM.Mosca,“QuantumCircuitPlacement:OptimizingQubit-to-qubitInteractionsthroughMappingQuantumCircuitsintoaPhysicalExperiment”.ProceedingsofACM/IEEEDesignAutomationConference(DAC),SanDiego,CA(2007).

30. [DMMS07]W.vanDam,F.Magniez,M.MoscaandM.Santha,“Self-testingofuniversalandfault-tolerantsetsofquantumgates”,SIAMJournalonComputing,Vol.37,No.2,pp.611-629(2007).

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31. [DDEMM07]G.M.D’Ariano,W.vanDam,E.Ekert,C.Macchiavello,andM.Mosca,“Optimalphaseestimationinquantumnetworks”,JournalofPhysicsA:Math.Theor.40(2007)pp,7971-7984.

32. [DDEMM07]G.M.D’Ariano,W.vanDam,E.Ekert,C.Macchiavello,andM.Mosca,“Generaloptimizedschemesforphaseestimation”.PhysicalReviewLetters,Vol.98,Number9,Article090501(2007).

ChaptersinBooks:1. [SM12]*J.Smith,M.Mosca,“AlgorithmsforQuantumComputers”,HandbookofNatural

Computing,Springer,(ed.:G.Rozenberg,T.BäckandJ.N.Kok),pp.1451-1492,(2012).2. [Mos09]M.Mosca,“QuantumAlgorithms”,EncyclopediaofComplexityandSystems

Science(ed.:RobertMeyers),pp.7118-7135,(2009).3. [Mos08]M.Mosca,“AbelianHiddenSubgroupProblem”,EncyclopediaofAlgorithms,(ed.:

Ming-YangKao),Springer,pp.1-4,(2008).

Other:

PublishedMonographs

1. [Mos14]M.Mosca(editor),“Post-QuantumCryptography-6thInternationalWorkshop,PQCrypto2014”,LectureNotesinComputerScience,Springer,Vol.8772(2014).

2. [CM09]A.Childs,M.Mosca(editors),Revisedselectedpapersof“4thworkshoponTheoryofQuantumComputation,Communication,andCryptography(TQC2009)”,LectureNotesinComputerScience,Springer,Vol.5906(2009).

3. [KM08]Y.Kawano,M.Mosca(editors),“Revisedselectedpapersof“3rdWorkshoponTheoryofQuantumComputation,Communication,andCryptography(TQC2008)”,LectureNotesinComputerScience,Springer,Vol.5106(2008).

OtherRefereedConferenceContributions(WithoutProceedings)

4. [MSU12]M.Mosca,D.Stebila,B.Ustaoglu,“QuantumKeyDistributionintheClassicalAuthenticatedKeyExchangeFramework”,2ndAnnualConferenceonQuantumCryptography(QCRYPT'12),Singapore(2012).

5. [CGMSY09]R.Cleve,D.Gottesman,M.Mosca,R.Somma,andD.Yonge-Mallo,“EfficientDiscrete-TimeSimulationsofContinuous-TimeQuantumQueryAlgorithms”,2009QuantumInformationProcessingworkshop(QIP’09),SantaFe,USA(2009).

6. [IM08b]L.IoannouandM.Mosca,“Superposingtheknownandunknown”,2008AsianConferenceonQuantumInformationScience(AQIS’08),Seoul,Korea(2008).

7. [MM07]*M.McKagueandM.Mosca,“SimulatingQuantumCircuitsusingRealValuedUnitaries”,2007AsianConferenceonQuantumInformationScience(AQIS’07),Kyoto,Japan

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(2007).8. [MFM07b]*D.Maslov,S.M.Falconer,andM.Mosca.QuantumCircuitPlacement.Asian

ConferenceonQuantumInformationScience(AQIS’07),Kyoto,Japan(2007).ReprintsandSubmittedPapers

9. [LMP14]T.Laarhoven,M.Mosca,andJ.vandePol,“Findingshortestlatticevectorsfasterusingquantumsearch”,(2014).http://eprint.iacr.org/2014/907

10. [KMM12]*V.Kliuchnikov,D.Maslov,andM.Mosca,“Practicalapproximationofsingle-qubitunitariesbysingle-qubitquantumCliffordandTcircuits”,(2012).ArXiv:1212.6964

OtherReports

11. [SM16]D.STEBILA,M.MOSCA,“POST-QUANTUMKEY-EXCHANGEFORTHEINTERNETANDTHEOPEN

QUANTUMSAFEPROJECT”,TOAPPEARINSELECTEDAREASINCRYPTOGRAPHY-SAC2016,23RD

INTERNATIONALCONFERENCE,ST.JOHNS,NFLD,CANADA,2016,REVISEDSELECTEDPAPERS.12. [Mos16]M.Mosca,“Aquantumofpreventionforourcyber-security”GlobalRiskInstitute,

September5,2016.http://globalriskinstitute.org/publications/quantum-computing-cybersecurity/

13. [MRSS16]M.Mosca,M.Roetteler,N.SendrierandR.Steinwandt(editors),“QuantumCryptanalysis”,DagstuhlReports,Vol.5,Issue9(2016).

14. [Mos15]M.Mosca,“Cybersecurityinanerawithquantumcomputers:willwebeready?”,abstractforInvitedTalkatthe5thInternationalConferenceonQuantumCryptography,QCRYPT2015,Tokyo,Japan(2015).

15. [MLP15]M.Mosca,G.Lenhart,M.Pecen(editors),e-proceedingsof“2ndQuantum-Safe-CryptoWorkshop”,Ottawa,Oct.6-7,2014.

16. [FMRS14]S.Fehr,M.Mosca,M.RöttelerandR.Steinwandt,“QuantumCryptanalysis”,DagstuhlReports,Vol.3,Issue9(2014).

17. [MLP13]M.Mosca,G.Lenhart,M.Pecen(editors),e-proceedingsof“1stQuantum-Safe-CryptoWorkshop”,SophiaAntipolis,Sep26-27,2013.

18. [FMRS11]S.Fehr,M.Mosca,M.RöttelerandR.Steinwandt,“QuantumCryptanalysis”,DagstuhlReports,Vol.1,Issue9(2011).

InvitedResearchTalks,OutreachTalksandWorkshops/Conferences,andDistinguishedLectures

19. “QuantumInformation”,Teachers’Workshop,Waterloo,ON,Nov25,2016.20. “QuantumComputing”,Keynotespeaker,BSA|TheSoftwareAlliance,StHelena,CA,Nov

17,2016.21. “CompilingQuantumAlgorithms”,TutteColloquium,Waterloo,ON,Nov11,2016.22. InvitedPanelist,“Quantum-SafeStrategyforCanada”,GTEC,Ottawa,ON,Nov2,2016.23. InvitedPanelist,“DisruptiveTechnologies,People,PolicyandProgram”,CanadianScience

policyConference2016,Ottawa,ON,Nov2,2016.

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24. “IsQuantumComputingActuallyTheBiggestThreattoPaymentandBanking?”,Cardware2016,NiagaraFalls,ON,June16,2016.

25. "ThecurrentstateofcryptographyandhowQuantumComputingwillchangeeverything…again!”,OntarioConnections2016,Toronto,ON,June6,2016.

26. “UpdateontheQuantumThreat,Mitigation,andRelevantTimelines”,ICMC2016InternationalCryptographicModuleConference,Ottawa,ON,May20,2016.

27. “TheQuantumThreattoCryptography”,AWACS2016,Vienna,Austria,May8,2016.28. InvitedPanelist,“Communityinvolvement,rigidity,trustingthestandards,biodiversity,

quantum-safestandards”,AWACS2016,Vienna,Austria,May8,2016.29. “QuantumSecurity”,GlobalRiskinFinancialInstitute-LunchSeminar,Toronto,ON,May8,

201630. InvitedPanelist,“TheQuantumComputingThreattoEncryption”,2016InternationalCyber

RiskManagementConference,Toronto,ON,March31,2016.31. “QuantumAlgorithms”,2016Post-QuantumCryptographyWinterSchool,2016,Fukuoka,

Japan,February23,2016.32. “Quantum-safecryptographyinCanada”,3rdETSIQuantum-safeCryptoWorkshopin

PartnershipwiththeIQChostedbySKTelecom,Seoul,Korea,Oct5,2015.33. “Cybersecurityinaquantumworld,willwebeready?”Keynotespeaker,Quantum

CryptographySummerSchoolforYoungScientists(QCSYS),Waterloo,ON,August10,201534. “Cybersecurityinaquantumworld:willwebeready?”MaxPlanckSymposiumon

FoundationofCyberSecurityandPrivacy,Munich,Germany,July7,2015.35. “IfXandYarebiggerthanZ,you’reintrouble”,ExecutiveSummit,Toronto,ON,Dec5,

2016.36. “TheQuantumThreattoCybersecurity”,Lunchroundtablehost,WSJDLive,LagunaBeach,

CA,USA,Oct24,2016.37. “Cybersecurityinanerawithquantumcomputers:willwebeready?”SecurityEducation

Conference,Toronto,ON,Oct19,2016.38. “Asweenteranewquantumera”,PublicLectureSeries,PerimeterInstitute,Waterloo,ON,

Oct5,2016.39. “CryptographyandCybersecurityintheQuantumEra”Qcrypt2016,6thinternational

conferenceonQuantumcryptography,Washington,DC,Sep12,2016.40. “IsQuantumComputingActuallyTheBiggestThreattoPaymentandBanking?”,Cardware

2016,NiagaraFalls,ON,June16,2016.41. "ThecurrentstateofcryptographyandhowQuantumComputingwillchange

everything…again!”,OntarioConnections2016,Toronto,ON,June6,2016.42. “UpdateontheQuantumThreat,Mitigation,andRelevantTimelines”,ICMC2016

InternationalCryptographicModuleConference,Ottawa,ON,May20,2016.

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43. “QuantumandSecurity”TheConferenceBoardofCanada-CouncilofChiefInformationOfficers,Toronto,ON,Sep30,2015.http://www.conferenceboard.ca/Libraries/NETWORK_PUBLIC/CCIO_Agenda_Sept2015.sflb

44. “QuantumandSecurity”TheConferenceBoardofCanada-CouncilforInformationTechnologyExecutives,Toronto,ON,Sep30,2015.http://www.conferenceboard.ca/Libraries/NETWORK_PUBLIC/cite_agenda_sept2015.sflb

45. “Cybersecurityinaquantumworld:willCanadabeready?”PublicSafetyCanada,Ottawa,ON,July16,2015.

46. “Cybersecurityinaquantumworld:willwebeready?”Google,Kitchener,ON,June16,2015.

47. “Cybersecurityinaquantumworld:willCanadabeready?”PublicSafetyCanada-EmployeeSession,Ottawa,ON,May19,2015.

48. “Cybersecurityinaquantumworld:willCanadabeready?”CommunicationsSecurityEstablishment,Ottawa,ON,April23,2015.

49. “Cybersecurityinaquantumworld:willwebeready?”SERENERISCworkshop,Ottawa,ON,April23,2015.

50. “Cybersecurityinaquantumworld:willCanadabeready?”IQCPubliclectureseries,Waterloo,ON,March10,2015.

51. “TowardsQuantum-SafeCryptography”,presentationtotheCanadianBankersAssociation,Toronto,February2015.

52. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP2014)May2014.

53. “Towardsquantum-safecryptography”,InternetResearchTaskForce(IRTF)openmeeting,(invitedtalk)Toronto,Canada,July2014.

54. “Quantumsoftwareandquantumsafecryptography”MicrosoftResearch,QuantumArchitecturesandComputationGroup(QUArC)Workshop2014,Washington,UnitedStates,July2014.

55. “Cybersecurity-IssuesandOpportunities”,panelist,OntarioCentreofExcellence(OCE)DiscoveryConference,Toronto,Canada,May2014.

56. “Quantumsoftwareandquantum-safecryptography”,InstitutTransdisciplinaired'InformationQuantique(INTRIQ)meeting,Bromont,Canada,May2014.

57. “PreparingfortheFutureWorldofQuantumComputing”,Taftlectures,TaftResearchCenter,Cincinnati,UnitedStates,December2,2013.

58. “QuantumComputingandtheSynthesisandOptimizationofQuantumCircuits”,5thconferenceonReversibleComputation(RC2013),Victoria,Canada,July2013

59. “ComputerandInternetSecurity”,NSERCISSNetSummerSecurityWeek,Calgary,Canada,July2013.

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60. "QuantumKeyDistributionintheClassicalAuthenticatedKeyExchangeFramework",ICQIT2013,Tokyo,Japan,January2013.

61. “BridgingQuantumAlgorithmswithQuantumArchitectures”,QuantumAfrica2,NorthernDrakensberg,SouthAfrica,September2012.

62. “QuantumComputing,CryptographyandCompilers”,PlenaryLectureatIEEE42ndInternationalSymposiumonMultiple-ValuedLogic(ISMVL-2012),Victoria,May2012.

63. “Unconditionally-secureandreusablepublic-keyauthentication”,WorkshoponQuantumComputerScience,Montreal,October2011.

64. “CryptographyinaQuantumWorld”,TheInternetEngineeringTaskForceMeeting(IETF81),QuebecCity,August2011.

65. “IntroductiontoQuantumInformationProcessing”,WomeninPhysicsConference,Waterloo,July2011.

66. “HotTopicsinCrypto”,TheCerticomResearchEllipticCurveCryptography(ECC)Conference,June2011.

67. “TrendsinQuantumInformationProcessing”,CentreforQuantumTechnologies,NationalUniversityofSingapore,August2010.

68. “QuantumComputing”,TheCanadianUndergraduateMathConference,Waterloo,August2010.

69. ErrorControlCodes,InformationTheoryandAppliedCryptographyWorkshop,SummerMeetingoftheCanadianMathematicsSociety,Fredericton,Canada,June2010.

70. “TowardsQuantum-SafeCryptography”,PhysicsandAppliedPhysicsSeminar,NTU,Singapore,August2014.

71. “QuantumCryptography”,ComputationalScienceandApplied&StatisticalModeling(CSASM),WilfredLaurierUniversity,Waterloo,ON,Jan2011.

72. “AnewspinonQuantumCryptography:Avoidtrapdoorsandembracingpublickeys”,UniversityofKyoto,Kyoto,Japan,Dec2011.

73. “AnewspinonQuantumCryptography:Avoidtrapdoorsandembracingpublickeys”,ContributedtalkatFourthInternationalConferenceonPost-QuantumCryptography(PQCrypto2011),Taipei,Taiwan,Nov2011.

74. “QuantumComputingandCryptography”,CIFARLunchandLearnworkshop,Toronto,ON,April2014.

75. “QuantumComputingandCryptography”,InvitedonlinetalkforstudentsatBITSPilani,India,March2014.

76. “TowardsQuantum-SafeCryptography”,CIBCTownHallpresentation,Toronto,Canada,March2014.

77. “TowardsQuantum-SafeCryptography”,Manulife,Waterloo,Canada,Jan2014.78. “Quantum-safeCryptographyandInformationSecurity”,CIBC,Toronto,Canada,June2013.

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79. “QuantumComputationandPhenomenologicalHermeneutics”St.Jerome’sUniversity,Waterloo,Canada,2012.

SchoolsandIntroductoryWorkshopPresentations

80. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP2014)May2014.

81. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP2013)May2013.

82. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP2012)May2012.

83. OntarioAssociationofPhysicsTeachers(OAPT)34thAnnualConference,“OpeningDoors-OpeningMinds”,27May2012.

84. 11thCanadianSummerSchoolonQuantumInformation,Jouvence,Quebec,June6-11,2011.

85. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP 2011)May30,2011.

86. UndergraduateSchoolonExperimentalQuantumInformationProcessing(USEQIP 2010)May24,2010.

87. 9thAnnualCanadianSummerSchoolonQuantumInformation,Toronto,Canada, August2009

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CurriculumVitae

a)NAME:(rank,status(tenured,contract,MemberofGraduateFaculty/Corememberof

programetc.)

Weber,J.Mark

AssociateProfessor,tenured

MemberoftheGraduateFaculty:yes

b)DEGREES:designation,institution,department,year

Ph.D.ManagementandOrganizations,KelloggSchoolofManagement,Northwestern

University,2004.

MBA,WilfridLaurierUniversity,1999.

MA,SocialPsychology,McGillUniversity,1997.

BA,HonoursPsychology,UniversityofWaterloo,1994.

c)EMPLOYMENTHISTORY:dates,rank/position,department,institution/firm

Jan.2014-present EytonDirector,ConradBusiness,Entrepreneurship&TechnologyCentre,

UniversityofWaterloo.

July2012-present AssociateProfessor,ConradBusiness,Entrepreneurship&Technology

Centre,UniversityofWaterloo.

May2005-present President,WeberConsultingInc.

Sept.2010-July2012 AssociateProfessor,SchoolofEnvironment,EnterpriseandDevelopment

(SEED)&SchoolofAccountingandFinance(SAF),UniversityofWaterloo.

AlsoDirectoroftheGraduateDiplomainSocialInnovation.

Sept.2010-July2012 AssociateProfessor,ManagementDepartment,UniversityofToronto.

July2003-August2010AssistantProfessor,OrganizationalBehavior&Management

Departments,RotmanSchoolofManagementandUniversityofToronto.

2005 VisitingProfessor,OrganizationalBehaviorDepartment,INSEAD.

2003 VisitingLecturer,RossSchoolofBusiness,UniversityofMichigan.

2002 Instructor,KelloggSchoolofManagement,NorthwesternUniversity.

May1995-Aug.1999 SeniorManager,MennoniteSavingsandCreditUnion

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131

May1989-Aug.1994 Director&AssistantDirector,SilverLakeMennoniteCamp

Dec.1988-Dec.1991 Trustee,WaterlooCountyBoardofEducation

d)HONOURS:(F.R.S.,F.R.S.C.,GovernorGeneralsAward,honorarydegree,etc...)

UniversityofWaterlooOutstandingPerformanceAward,2016

Finalist,SocietyforExperimentalSocialPsychologyDissertationAward,2014

Finalist,SeventhMartinE.P.SeligmanAwardforOutstandingDissertationResearchinPositive

Psychology,2005

FinalistAwardforExemplaryDissertationResearchinPositivePsychology,2005

RotmanExcellenceinMBATeachingAwards,2004-2009

FinalistSocietyforExperimentalSocialPsychologyDissertationAward,2004

SocialSciencesandHumanitiesResearchCouncilofCanadaDoctoralFellowship,2004

BestPaper,OBDivision,AdministrativeSciencesAssociationofCanada,2004

OntarioGraduateScholarship(declinedtostudypart-time),1999

McGillMajorGraduateFellowship(declined),1997

ArnoldEdinboroughPost-GraduateAward,1997

OntarioGraduateScholarship(declinedtostudyinQuebec),1997

Valedictorian,FacultyofArts,UniversityofWaterloo,1994

Dean'sHonorList,UniversityofWaterloo,1989-1994

Top4thYearStudentandTopGraduatePsychologyStudent,SJU,1994

1stPlaceCanadianNationalPublicSpeakingChampionship,1992-1993

9thPlace&10thPlaceWorldPublicSpeakingChampionship,1993,1991

5thPlaceNorthAmericanDebatingChampionship,1992

7thPlaceWorldUniversitiesDebatingChampionship,1991

e)SCHOLARLYANDPROFESSIONALACTIVITIES:past7yearsonly(eg.executiveandeditorial

positionsbutnotmembershipsinsocieties)

Ad-hocReviewer

AcademyofManagementReview

JournalofPersonalityandSocialPsychology

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PersonalityandSocialPsychologyReview

OrganizationalStudies

OrganizationalScience

JournalofExperimentalSocialPsychology

GroupProcessesandIntergroupRelations

OrganizationalBehaviorandHumanDecisionProcesses

JournalofEconomicPsychology

JournalofBehavioralDecisionMaking

f)GRADUATESUPERVISIONS:masters,doctoral,postdoctoral-completed/inprogress

g)GRADUATECOURSES:past7years,byyear

2012 AppliedBusinessLeadershipSkillsforEntrepreneurs(MBET),Universityof

Waterloo

2011 TeachingonModule1andModule2oftheGraduateDiplomainSocialInnovation

(GDSI),UniversityofWaterloo.

h)1.EXTERNALRESEARCHFUNDING:past7yearsonly,byyear,indicatingsource(granting

councils,industry,government,foundations,other);amount;principalinvestigator;purpose

(research,travel,publications,etc...)

Year Source Type* Amountperyear Purpose**

2005-2011 SocialSciencesResearch G $83,642 Research

CouncilofCanada,

*Type:C-Grantingcouncils;G-Government;F-Foundations;O-Other

**Purpose:research,travel,publication,etc.

2.INTERNALRESEARCHFUNDING:Thisincludesuniversityfunds,SSHRCminorgrantsawarded

throughtheUniversity,etc.]

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i)PUBLICATIONS:ThePublicationsshouldbelistedinthecategoriesshownbelowandinclude

thefollowinginformation:booksauthored,booksedited(alistofthechapterscontributedby

theeditormustfolloweachtitle),chaptersinbooks(otherthanthoselistedintheabove

category),papersinrefereedjournals,papersinrefereedconferenceproceedings,technical

reports,abstractsand/orpapersread,andothers.Eachtitlemustshowthenamesofthe

authorsintheorderinwhichtheyappearintheoriginalpublicationandinclusivepage

numbers.Publicationssubmitted,butnotyetaccepted,mustbelistedseparatelywithinthe

variouscategories.

1)Life-timesummary(count)accordingtothefollowingcategories:

-Booksauthored................................................................................................................

-Booksedited....................................................................................................................

-Chaptersinbooks.............................................................................................................

-Papersinrefereedjournal..............................................................12(1underreview)

-Papersinrefereedconferenceproceedings....................................................................

-Technicalreports.............................................................................................................

-Abstractsand/orpapersread..........................................................................................

-Others(workshopspresented)....................................................................................22

2)Detailsforpastseven(7)yearssamecategoriesasabove:books,chaptersinbooks,

papersinrefereedjournals.

PapersinrefereedJournals:

Weber,J.M.Individualsmatter,butthesituation’sthething:Improveorganizationaloutcomes

throughsituationdesign.OrganizationalDynamics.

Weber,J.M.&Moore,C.(2014)Squires:Keyfollowersandthesocialfacilitationof

charismaticleadership.OrganizationalPsychologyReview,4,(3),199-227.

Kramer,L.&Weber,J.M.(2012).Thisisyourportfolioonwinter:Seasonalaffectivedisorder

andriskaversioninfinancialdecision-making.SocialPsychologicalandPersonalityScience,3(2),

193-199.1

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Weber,J.M.(2012).Socialinnovationandsocialenterpriseintheclassroom:FrancesWestley

onbringingclarityandrigortoprogramdesign.AcademyofManagementLearningand

Education,11(3),409-418.

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MEMORANDUM  To:     Senate Graduate & Research Council  From:     Chair, Culture and Language Studies, Renison University College     Director, English Language Studies, Renison University College   Date:     May 31 2017  Subject:   Curricular Submissions from Renison University College  

Renison University College would like to bring forward the following proposal for approval at Senate Graduate & Research Council.  

Please find attached three proposals: 

One new course EMLS 621R Proposal 

Proposal to Implement a Certificate in English for Multilingual Speakers (EMLS ‐ formerly ESL) for 

Graduate Students  

Proposal to Create a Certificate in English for Multilingual Speakers (EMLS ‐ formerly ESL) for 

Graduate Students 

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Course Description

EFFECTIVE DATE  September 1, 2017 

SUBJECT AREA  EMLS 

CATALOG NUMBER  621R 

SHORT TITLE  Speak about your research 

LONG TITLE  Speaking effectively about your research 

REQUISITES 

(Instructor/ Department) 

None 

COURSE COMPONENTS  LEC 

DESCRIPTION 

(50 words max) 

 

 Designed specifically for graduate students whose dominant language is not English, this course supports students in developing their communicative competence in oral assignments directly related to their graduate thesis work.  Through oral‐defense scenarios, students will receive extensive feedback on their speaking, listening, and paralinguistic skills to develop greater confidence in their thesis proposals, comprehensive exams, and thesis defenses.  

DESCRIPTION NOTES  It is recommended that students have completed EMLS 601R and be in the latter stages of writing their thesis when they take EMLS 621R. 

REPEAT FOR CREDIT  Yes. As language proficiency improves over time, this course may be taken multiple times to support language proficiency development. 

 

GRADING  CR/NCR (Credit/No Credit) 

UNITS  0.5 

CROSS‐LISTED  N 

FINAL EXAM  N 

INSTRUCTOR  Stefan Rehm, Christa Schuller  

EXPECTED ENROL. CAP  15 

RATIONALE 

 

 For many years, EMLS 601 students have been requesting that we offer a second oral‐presentation‐skills course for the later stages of their programs. In addition, Graduate Studies is now seeking oral‐skills initiatives for EMLS grads in the late thesis period and even in the “major‐revision” post‐defense period. Moreover, 

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English Language Studies is moving toward a two‐level course system (e.g., with the new thesis‐writing course, EMLS 622, representing a progression from EMLS 602) to provide ongoing support for students in their pursuit of communicative competence. Finally, grad students would have another course to choose from for the newly offered EMLS grad‐course certificate.  

   

 

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1  

Memorandum  To:     Renison Academic Council   From:     Chair, Culture and Language Studies     Director, English Language Studies   Date:     December 16, 2016  Subject:   Proposal to Implement a Certificate in English for Multilingual Speakers (EMLS ‐ 

formerly ESL) for Graduate Students ___________________________________________________________________________  Culture and Language Studies would like to bring forward the following proposal for approval at Renison’s Curriculum Committee.  English Language Studies:  

1. Proposal to implement a Graduate Certificate in English for Multilingual Speakers  Effective Date: September, 2018 

Proposal:

Students registered in graduate degree programs at the University of Waterloo may pursue 

the Graduate Certificate in English for Multilingual Speakers.  

Students must pass 1.5 academic course units (three courses) taken from the following list: 

EMLS 601R, EMLS 602R, EMLS 612R, EMLS 621R, EMLS 622R 

Rationale: Several of our graduate students, who have heard that there is an undergraduate 

EMLS Certificate, have enquired about the possibility of an EMLS Certificate at the graduate 

level. An EMLS certificate encourages students to pursue English‐language improvement 

throughout their degrees and is similar to the language‐certificate offerings in other 

departments on campus. The requirement of only 1.5 units facilitates the attainment of the 

certificate for students whose programs do not allow them to take many electives.   

English Language Studies restricts native‐English‐speaking students from taking EMLS 

courses, as other language departments do with respect to their target languages. Because 

the restriction is listed in either a note or the course description for each course, there is no 

need to include it in this text. Like other language certificates, the EMLS certificate will be 

signed by the Provost. 

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2  

Rationale: we are proposing a new EMLS graduate level course, and we would like to add 

this course into the list of courses students can take to be eligible for the Graduate 

Certificate. 

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   To:     Senate Graduate & Research Council  From:     Chair, Culture and Language Studies, Renison University College     Director, English Language Studies, Renison University College   Date:     February 3, 2017  Subject:   Proposal to Create a Certificate in English for Multilingual Speakers (EMLS ‐ formerly ESL) for 

Graduate Students ___________________________________________________________________________  Renison University College would like to bring forward the following proposal for approval at Senate Graduate & Research Council.  English Language Studies:  

1. New Plan ‐ Proposal to create a Graduate Certificate in English for Multilingual Speakers  

Effective Date: September 1, 2018 

New Plan Proposal:  

Graduate Certificate in English for Multilingual Speakers  Certificate Requirements  Students registered in graduate degree programs at the University of Waterloo may pursue the Graduate Certificate in English for Multilingual Speakers.   Students must pass 1.5 academic course units (three courses) taken from the following list: EMLS 601R, EMLS 602R, EMLS 612R, EMLS 622R  Rationale: Several of our graduate students, who have heard that there is an undergraduate EMLS Certificate, have enquired about the possibility of an EMLS Certificate at the graduate level. An EMLS certificate encourages students to pursue English‐language improvement throughout their degrees and is similar to the language‐certificate offerings in other departments on campus. The requirement of only 1.5 units facilitates the attainment of the certificate for students whose programs do not allow them to take many electives.   English Language Studies restricts native‐English‐speaking students from taking EMLS courses, as other language departments do with respect to their target languages. Because the restriction is listed in either a note or the course description for each course, there is no need to include it in this text. Like other language certificates, the EMLS certificate will be signed by the Provost. 

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November 2016 Page 1 of 3

Handling of Final Assessment Reports related to academic program reviews and

follow-up Two-Year Progress Reports.

Introduction

Waterloo’s Senate Undergraduate Council (SUC) and Senate Graduate and Research Council (SGRC)

have, among other responsibilities, a fiduciary duty to consider all aspects relating to the academic

quality of undergraduate studies and graduate studies within the university. As described in

Waterloo’s Institutional Quality Assurance Process, documentation emerging from the cyclical

program review process includes: (1) a Final Assessment Report, which summarizes the self-study,

external reviewers’ report, program response, and implementation plan, and (2) a Two-Year Progress

Report, which reports on progress related to the implementation plan. This document outlines a

process for vetting these reports through SUC and SGRC.

Process

All undergraduate program reports are handled by SUC. Likewise, all graduate program reports are

handled by SGRC. For augmented reports (combined undergraduate and graduate), in any given year,

half will go through SUC and the other half through SGRC to share the workload.

For Final Assessment Reports (FARs), two SUC or SGRC members will be asked to review the report. For

Two-Year Progress Reports, one SUC or SGRC member will be asked to review the report, although at

the SUC/SGRC Chair’s discretion, a second reviewer may be sought.

Reviewers of FAR and Two-year Progress Reports will consider a series of guiding questions (see below)

in coming to their recommendation to SUC or SGRC. Furthermore, before reporting to SUC or SGRC,

reviewers are encouraged to ask questions and share both their observations and any concerns with the

program under review (usually through the chair of the program). Any revisions should be completed

by the chair of the program prior to bringing the report for approval at a SUC or SGRC meeting.

Guiding questions for Final Assessment Reports

Does the Final Assessment Report:

1) Identify the significant strengths and weaknesses of the program as described by either the program

and/or the visiting team?

2) Include a credible implementation plan that not only addresses the substantive issues identified from

the program review process but also identifies clearly:

What actions will follow from specific recommendations

Who will be responsible for acting on those recommendations

Who will be responsible for providing resources

What are the priorities for implementation and realistic timelines for initiating and monitoring actions

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Reviewers, should they request it, will be provided access to the confidential documents informing the

reports (e.g. self-study, reviewers’ report, program response), but consulting these documents is not

expected unless there is a need to clarify some aspect of a Final Assessment Report or Two-Year Progress

Report. All members of SUC and SGRC will have the opportunity to review the Final Assessment Report

or Two-Year Progress Report ahead of the meeting in which the report will be considered and so will

have the necessary information to engage in discussion.

To promote transparency and foster integrity in the review process, reviewers whenever possible

should not be members of the Faculty or Affiliated and Federated Institutions of Waterloo (AFIW) from

which the reports originate.

Normally, the associate dean (undergraduate studies or graduate studies) in the Faculty where the

program resides (or equivalent in an AFIW institution) would be asked questions during an SUC or SGRC

meeting when the report is being discussed. However, responses from any member of SUC or SGRC who

can offer insight are welcome. The department chair or school director (or chosen delegate) of the

program being considered could be invited by the associate dean to attend the SUC or SGRC meeting as a

resource person.

SUC’s and SGRC’s responsibility will be to focus on the overall credibility and feasibility of the report and

the proposed plan of action – seeking to uncover, for example, unexplained disjunctions between the

reviewers’ recommendations and the department’s response – as opposed to the minutiae of course

content and curriculum structure.

Guiding questions for Two-Year Progress Reports Does the Two-Year Progress Report:

1) Clearly describe progress achieved on the various action items in the implementation plan?

2) Explain convincingly any circumstances that would have altered the original implementation plan?

3) For items that are behind schedule, propose an amended implementation schedule that is reasonable

and credible?

4) Address significant developments or initiatives that have arisen since the program review process,

or that were not contemplated by the program review process?

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Meaning of Approval at SUC or SGRC

For both Final Assessment Reports and Two-Year Progress Reports, SUC or SGRC should ultimately be

able to assess whether the report is (a) satisfactory, (b) satisfactory but with minor concerns, or (c)

unsatisfactory due to major concerns.

In considering whether to approve a Final Assessment Report, SUC or SGRC will focus on the above

guiding questions for FARs or Two-Year Progress Reports.

For a Two-Year Progress Report, endorsement of the report by SUC or SGRC indicates that SUC/SGRC is

satisfied with the progress to date on the implementation plan based on the answers to the guiding

questions and that SUC or SGRC has confidence that remaining action items will be appropriately

addressed on the established timelines.

A Final Assessment Report or Two-Year Progress Report that is deemed “satisfactory” by a majority vote

of SUC/SGRC will be submitted to Senate for information, normally without additional comment. Should

the discussion at SUC or SGRC reveal issues of minor or major concern (as indicated by vote), SUC/SGRC

shall forward the pertinent minutes of the meeting to the head of the program in question (and their

resource person if one acted as their delegate) to advise of the concerns identified at SUC or SGRC and

to invite a response, which may include amendments to the original report, along with the appropriate

endorsement by the Faculty dean or AFIW head. The report then comes back to SUC or SGRC for

reconsideration and a final vote. A report considered unsatisfactory is not forwarded to Senate but

instead shall be returned to the head of the program with a request for further work. A program chair at

this stage may request an unsatisfactory report be provided to Senate, in which case Senate shall be

provided the report with a description of the areas of concern identified.

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June 2016 Page 1 of 3

Two Year Progress Report BES, MA, MES, MAES AND PHD IN PLANNING June 2016

Background: The augmented review report for the School of Planning, which covers all of our accredited programs and addresses both Provincial and accrediting body (Professional Standards Board of the Canadian Institute of Planning) requirements. The written report covers the period of Fall 2007 to Spring 2012, was submitted in July of 2013, and formed the foundation for the site visit which occurred in May of 2014 ( with PSB site visit in March 2015). The final reviewers report did not include specific recommendations but it did draw attention to a number of issues which were subsequently addressed in the unit response to that review. The issues and our planned response to them are now updated in this progress report. Progress on Implementation Plan:

1. Issue of Communications Course “PLAN 102”

Status: completed Details: The course has been offered twice since the original review. The instructor consulted with School of Planning faculty, alumni employers, past students of the course, and CTE in revamping the course. Subsequent course ratings and student comments both support the positive changes that the instructor has initiated and this issue is resolved.

2. Faculty Course Load/Work Load

Status: in progress (see table below) Details: The basis of this issue is faculty workload and the high student faculty ratio within our unit. The workplan indicated that we would develop a plan to expand our faculty complement by 2016. We are currently interviewing for a lectureship position to take on some of the pressure of teaching large practice oriented courses. We have also discussed with the Dean the potential to expand our complement in response to our sustained high enrollments. Over the past 5 years, our undergraduate 1st year enrolment has consistently exceeded initial targets. Although there is not a specific plan in place, in part because of the adjustments to the new budget model at University of

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Waterloo, there is an understanding with the Dean’s office that expanding our faculty numbers is a long term objective provided we maintain our current trajectory.

3. Issue of Mixed Grad/Undergraduate Courses

Status: in progress ( see table below) Details: There is a concern expressed around the number of 600 level graduate courses that mix undergraduate and graduate students. The work plan required we evaluate graduate student experience in mixed courses. We have initiated major changes in our graduate offerings in Fall 2015 to the MA/MES programs which have included more 700 level courses and few options for mixed courses. The Graduate officer will initiate an evaluation project in Winter of 2017 with reporting in Spring 2017

4. Issue of Urban Design Courses Student-Faculty Ratios

Status: in progress Details: The issue concerns the high student-instructor ratios in our intensive design courses. The delay in addressing the work place presented in our response relates to a combination of sabbaticals and other leaves. We are committed to continuing to work towards resolving this issue as laid out in the table below. This work includes understanding how the core design courses fit into the broader planning degree learning outcomes and how they work as part of the urban design specialization.

5. Issue of Thesis completion times in revised MA/ MES degree

Status: completed Details: The issue raised was our average time to completion for our professional Masters students (who also are required to complete a thesis) which stands at 2.5 years. The response was to provide timeline guidance for our students which we have – and monitoring and follow up which we have also initiated. Therefore, it is listed as “completed” rather than in progress. The monitoring and ongoing evaluation is an important element of the response.

6. Issue of face to face interaction in On-line Course Offerings

Status: completed Details: The concern was raised about the potential for face to face interaction in our online courses. Our response explained the challenges this presents in terms of the appeal of an online program (for those that are geographically constrained). However, we did suggest a monitoring of our enrollments and satisfaction levels with course experiences to determine if this is an issue that needs a more focused response. Regular

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review of course evaluations and discussion with course instructors is informing our assessment of the situation.

Updated Implementation Plan:

Recommendations Proposed Actions

Responsibility for Leading and Resourcing (if applicable) the Actions

Timeline for addressing Recommendations

1. Faculty Course Load/Work Load

Expansion of School of Planning Faculty complement

Director SOP / Dean

2018

2. Mixed Grad/Undergraduate Courses

Evaluate student experience

Graduate Officer SOP 2017

3. Address Urban Design Courses Student-Faculty Ratios

define the learning outcomes in our core \specialization courses in design Approve proposed changes and implement official approval for (through course change process) Fall 2016

Director, Associate Chair Undergraduate SOP Design Course Instructors within School, Associate Chair Undergraduate

2017

The Department Chair/Director, in consultation with the Dean of the Faculty shall be responsible for monitoring the Implementation Plan. Report on anything else you believe is appropriate to bring to Senate concerning this program:

Overall, the programs remain very healthy and it is an exciting time to focus on our cities and communities. Enrollments in our undergraduate co-op program remain strong, exceeding target for the 5th year in a row. The major challenge for that program is the high demand for co-op work placements. Similarly, our graduate programs are vibrant, and also have increasing demands for the Masters level work experiences (work placements, internships etc.).

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Framework for the Assessment of Undergraduate Plagiarism

Established:

1 September 2017

Revised: […] Supersedes: N/A Responsible/Originating Department: Vice-President, Academic & Provost Executive Contact: Associate Vice-President, Academic Related Policies, Guidelines & Procedures: Policy 71 – Student Discipline Policy 73 – Intellectual Property Rights

1. General Policy 71’s glossary defines plagiarism, in part, as “presenting, whether intentionally or not, the ideas, expression of ideas or work of others (whether attributed or anonymous) as one’s own in any work submitted whether or not for grading purposes”. The following principles are articulated in recognition that:

1) some instances of plagiarism may be the result of inadequate writing strategies rather than a lapse in academic integrity; and

2) a variable penalty is needed to address the range of occurrences of plagiarism. 2. Principles

1. The student’s associate dean has the authority to assess instances of plagiarism and the resultant

penalties. An instructor can propose a grade penalty to the associate dean, who will decide whether to accept the penalty or initiate a formal inquiry.

2. Students sometimes make submissions1 that contain material that is the work of others. When this material is properly cited, initial submissions should not be considered an academic integrity violation. The student’s mark should reflect the amount of the student’s own writing. For example, if the submission contains a disproportionate quantity of cited materials, such that the student has contributed very little original material to the submission, then the student’s mark should reflect that limited level of contribution. Students who make these submissions have the responsibility to address this type of writing error and will be directed to campus resources that support improved writing (see Appendix A – Achieving Academic Success).

                                                            1 “Submissions” refers to any work provided by a student in order to obtain credit in a course and includes (but is not limited to) essays, assignments, reports, proposals, lab reports, and presentations.

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3. Repeat instances of writing errors described in Principle 2 may be treated as academic integrity violations and may lead to a penalty that includes disciplinary probation to recognize the failure of the student to address the issue.

4. The severity of the penalty associated with the plagiarism depends on both the quantity of plagiarized content and the extent to which the student failed to attribute the plagiarized materials. (Examples: one sentence of poorly paraphrased material may warrant a significantly lighter penalty than a full essay of unattributed, copied-and-pasted text; two plagiarized sentences in a 10-page essay might receive a lighter penalty than four plagiarized pages in a 10-page essay.)

5. The impact of an academic integrity violation on a student’s marks depends on the value of the submission. (Examples: a penalty of a 100% reduction on an assignment worth 2% of a student’s final course grade is not particularly impactful; a penalty of a 50% reduction in the earned grade on an assignment worth 40% of the student’s final course grade may result in a course failure.) As such, imposed penalties can vary from the Suggested Management of Plagiarism Penalties (see Appendix B) in an effort to ensure that their impact is consistent with their objectives. In the first example described in this principle, the imposed penalty may be a 100% reduction on the assignment grade plus an additional 5% reduction from the final course grade. In the second example described in this principle, the imposed penalty may be a 50% reduction on the assignment earned grade, but may specify that the student’s final mark on the assignment should not produce a failure in the course.

6. There may be instances where a student’s submission includes multiple components (such as lab reports) with plagiarism confined to a single section. If the marking rubric allows, the imposed penalty may be limited to that section of the submission; in such cases, the section penalty will normally be 100%.

7. For group submissions, students are strongly encouraged to identify the portions of the assignment for which they are responsible. In the absence of this identification, all students will be held responsible for violations of academic integrity in the group submission. A sample form to allocate responsibility in group submissions can be found in Appendix C – Assignment Checklist for Group Submissions.

8. Associate Deans can consider extenuating circumstances in levying penalties that are less severe than the guidelines (see Appendix B – Suggested Management of Plagiarism Penalties). The most common of these circumstances is limited university experience (Example: student’s first term at the University) because students are still learning these conventions.

9. Consistent with University policy, repeat offenders shall receive more severe penalties.

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Appendix A Achieving Academic Success

Students are strongly encouraged to consider the root cause of their writing error and use one or more of the following resources, workshops and/or courses to learn how to successfully gather, summarize and cite published information, write in their own words and avoid allegations of plagiarism under Policy 71 – Student Discipline: HELP NEEDED: HELP PROVIDED: Writing skills Unsure how to write in own words or organize ideas

Attend a Writing Centre (WC) workshop – e.g., ‘Say it in your own words: paraphrase & summary’

Review Writing Centre (WC) writing resources, such as ‘Integrating Evidence’

Use WriteOnline resources for writing case studies, reflective essays, literature reviews, & lab reports

Meet with a Writing Centre (WC) writing specialist by booking an appointment or attending a drop-in session at the Library

Stress and time management skills Struggling with workload stress, sufficient time for course work and/or how to approach large assignments

Attend Student Success Office workshops – e.g., ‘Get this term started’ and ‘Organizing Your Time’

Review Student Success Office time management resources – e.g., ‘Backwards Planning’

Book Peer Success Coach appointment

Referencing and research skills Unsure how to find good sources, cite sources and/or quote ideas

Use Library Find and use resources and Quick Start Guide Review Citing Sources and use citation management software, like

RefWorks, to track and format citations Attend Library workshops – e.g., ‘Citing Properly with RefWorks’ Review Avoiding Plagiarism or How to Successfully Use the

Works of Others Contact a subject librarian or try Ask us for help

Motivation and interest Not motivated about or interested in material; not seeing the relevance of material

Meet with an academic advisor Attend a Centre for Career Action appointment drop-in time or

workshop to understand relevance of course work

Plagiarism consequences Unsure of policies regarding plagiarism or its consequences

Review Office of Academic Integrity resources: o Introduction to Policy 71 o Academic integrity tutorial o 10 tips to avoid academic misconduct o Academic integrity fact sheet for students

Writing Courses Needing practice writing and integrating research in a supported and scaffolded setting

Take a writing-intensive course: o ENGL 109: Introduction to Academic Writing o EMLS 129/ENGL 129R: Written Academic English o ENGL 140R: The use of English 1

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Appendix B Suggested Management of Plagiarism Penalties

Level 0 Penalties

Level 1 Penalties

Level 2 Penalties

Verbatim text or minimal paraphrasing with appropriate in-text citation(s)/attribution

Verbatim text or minimal paraphrasing without in-text citation(s)/attribution

OR Re-submission of own work without acknowledgement

Stolen or purchased work

Percentage deduction aligned with quantity of poor writing

Referral to writing help options2

Repeat occurrences may trigger Level 1 penalties

1a. 1-2 sentences of uncited or erroneously cited content

25% of earned grade

deduction

Probation

1b. >2 sentences to <25% of course element

50% of earned grade

deduction

Probation

1c. ≥25% of course element

100% of earned grade

deduction

Probation

Zero on course element

Course failure

Suspension

Probation

An additional penalty up to 5% of the final grade may be implemented, in particular for plagiarism

occurring on low-valued course elements (i.e. elements worth less than 10% of a student’s

grade)

                                                            2 See Appendix A.

 

 

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Appendix C Assignment Checklist for Group Submissions

 

Students should be aware that academic integrity is expected in all individual and group assignments.

The following text is recommended for instructors who utilize group assignments as an assessment technique.

Group Assignment Disclosure

Please read the disclosure below following the completion of your group assignment. Once you have verified these points, hand in this signed disclosure with your group assignment.

1. All team members have referenced and footnoted all ideas, words, or other intellectual property from other sources used in the completion of this assignment.

2. A proper bibliography has been included, which includes acknowledgement of all sources used to complete this assignment.

3. This is the first time that any member of the group has submitted this assignment or essay (either partially or entirely) for academic evaluation.

4. Each member of the group has read the full content of the submission and is assured that the content is free of violations of academic integrity. Group discussions regarding the importance of academic integrity have taken place.

5. All team members have identified their individual contributions to the work submitted such that if violations of academic integrity are suspected, then the student(s) primarily responsible for the violations may be identified. Note that the remainder of the team may also be subject to disciplinary action.

Course: _____________________________________________________

Assignment: _____________________________________________________

Date: ______________________________________________________

Name (print) Signature Section Contributed Section Edited