[Video/Article] How to Get Standard Normal Function in Python

https://www.youtube.com/shorts/V-yssaFYwvY

Short video on how to get the standard Normal/Gaussian/Bell Curve function in Python without writing your own implementation which is complex and error prone.

# Example of Standard Bell Curve Function in Python
from matplotlib import pyplot as plt
import numpy as np
import math  # no Gaussian function

# Get scipy add on module from scipy.org
from scipy.stats import norm  # Gaussian function in scipy.stats


# Custom Gaussian/Normal/Bell Curve custom function
def gaussian(x, mean, sigma):
    return 1./(math.sqrt(2.0*math.pi)*sigma)\
        * np.exp(-0.5*np.power((x - mean)/sigma, 2.))


x = np.linspace(-3, 3, 100)
# plt.plot(gaussian(x, 0.0, 1.0))
plt.plot(norm.pdf(x, loc=0.0, scale=1.0))
plt.grid(True)
plt.show()

(C) 2022 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).

[Video] How to Analyze Simple Data Using Python

Uncensored Video Links: BitChute NewTube ARCHIVE Brighteon Odysee

Video on how to analyze simple data using the Python programming language using President Biden’s approval ratings as an example.

(C) 2022 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).

How to Tell Scientifically if Advertising Works Explainer Video

AdEvaluator Sales Projections
How to Tell Scientifically if Advertising Works Explainer Video

[Slide 1]

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.”

This popular quote sums up the problem with advertising.

[Slide 2]

There are many advertising choices today including not advertising, relying on word of mouth and other “organic” growth. Is the advertising working?

[Slide 3]

Proxy measures such as link clicks can be highly misleading. A bad advertisement can get many clicks, even likes but reduce sales by making the product look bad in an entertaining way.

[Animation Enter]

[Wait 2 seconds]

[Slide 4]

Did the advertising increase sales and profits? This requires analysis of the product sales and advertising expenses from your accounting program such as QuickBooks. Raw sales reports are often difficult to interpret unless the boost in sales is extremely large such as doubling sales. Sales are random like flipping a coin. This means a small but profitable increase such as twenty percent is often difficult to distinguish from chance alone.

[Slide 5]

Statistical analysis and computer simulation of a business can give a quantitative, PREDICTIVE answer. We can measure the fraction of days with zero, one, two, or more unit sales with advertising — the green bars in the plot shown — and without advertising, the blue bars.

[Slide 6]

With these fractions, we can simulate the business with and without advertising.

The bar chart shows the results for one thousand simulations of a year of business operations. Because sales are random like flipping a coin, there will be variations in profit from simulation to simulation due to chance alone.

The horizontal axis shows the change in profits in the simulation compared to the actual sales without advertising. The height of the bars shows the FRACTION of the simulations with the change in profits on the horizontal axis.

The blue bars are the fractions for one-thousand simulations without advertising.

[Animation Enter]

The green bars are the fractions for one-thousand simulations with advertising.

[Animation Enter]

The vertical red bar shows the average change in profits over ALL the simulations WITH THE ADVERTISING.

There is ALWAYS an increased risk from the fixed cost of the advertising — $500 per month, $6,000 per year in this example. The green bars in the lower left corner show the increased risk with advertising compared to the blue bars without advertising.

If the advertising campaign increases profits on average and we can afford the increased risk, we should continue the advertising.

[Slide 7]

This analysis was performed with Mathematical Software’s AdEvaluator Free Open Source Software. AdEvaluator works for sales data where there is a SINGLE change in the business, a new advertising campaign.

Our AdEvaluator Pro software for which we will charge money will evaluate cases with multiple changes such as a price change and a new advertising campaign overlapping.

[Slide 8]

AdEvaluator is available on our web site:

mathematical-software.com

[Web Site Animation Entrance]

Click on the Downloads TAB for our Downloads page.

[Web Site Animation Exit]

[Download Links Animation Entrance]

AdEvaluator can be downloaded from GitHub or as a ZIP file directly from the downloads page on our web site.

[Download Links Animation Exit]

Or scan this QR code to go to the Downloads page.

This is John F. McGowan, Ph.D., CEO of Mathematical Software. I have many years experience solving problems using mathematics and mathematical software including work for Apple, HP Labs, and NASA. I can be reached at ceo@mathematical-software.com

###

Technical Article: http://wordpress.jmcgowan.com/wp/how-to-tell-scientifically-if-advertising-boosts-sales-and-profits/

(C) 2019 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).

How to Tell Scientifically if Advertising Boosts Sales and Profits

Annual Profit Projections

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.”

John Wanamaker, (attributed)
US department store merchant (1838 – 1922)

Between $190 billion and $270 billion is spent on advertising in the United States each year (depending on source). It is often hard to tell whether the advertising boosts sales and profits. This is caused by the unpredictability of individual sales and in many cases the other changes in the business and business environment occurring in addition to the advertising. In technical terms, the evaluation of the effect of advertising on sales and profits is often a multidimensional problem.

Many common metrics such as the number of views, click through rates (CTR), and others do not directly measure the change in sales or profits. For example, an embarrassing or controversial video can generate large numbers of views, shares, and even likes on a social media site and yet cause a sizable fall in sales and profits.

Because individual sales are unpredictable, it is often difficult or impossible to tell whether a change in sales is caused by advertising, simply due to chance alone or some combination of advertising and luck.

The plot below shows the simulated daily sales for a product or service with a price of $90.00 per unit. Initially, the business has no advertising, relying on word of mouth and other methods to acquire and retain customers. During this “no advertising” period, an average of three units are sold per day. The business then contracts with an advertising service such as Facebook, Google AdWords, Yelp, etc. During this “advertising” period, an average of three and one half units are sold per day.

Daily Sales
Daily Sales

The raw daily sales data is impossible to interpret. Even looking at the thirty day moving average of daily sales (the black line), it is far from clear that the advertising campaign is boosting sales.

Taking the average daily sales over the “no advertising” period, the first six months, and over the “advertising” period (the blue line), the average daily sales was higher during the advertising period.

Is the increase in sales due to the advertising or random chance or some combination of the two causes? There is always a possibility that the sales increase is simply due to chance. How much confidence can we have that the increase in sales is due to the advertising and not chance?

This is where statistical methods such as Student’s T test, Welch’s T test, mathematical modeling and computer simulations are needed. These methods compute the effectiveness of the advertising in quantitative terms. These quantitative measures can be converted to estimates of future sales and profits, risks and potential rewards, in dollar terms.

Measuring the Difference Between Two Random Data Sets

In most cases, individual sales are random events like the outcome of flipping a coin. Telling whether sales data with and without advertising is the same is similar to evaluating whether two coins have the same chances of heads and tails. A “fair” coin is a coin with an equal chance of giving a head or a tail when flipped. An “unfair” coin might have a three fourths chance of giving a head and only a one quarter chance of giving a tail when flipped.

If I flip each coin once, I cannot tell the difference between the fair coin and the unfair coin. If I flip the two coins ten times, on average I will get five heads from the fair coin and seven and one half (seven or eight) heads from the unfair coin. It is still hard to tell the difference. With one hundred times, the fair coin will average fifty heads and the unfair coin seventy-five heads. There is still a small chance that the seventy five heads came from a fair coin.

The T statistics used in Student’s T test (Student was a pseudonym used by statistician William Sealy Gossett) and Welch’s T test, a more advanced T test, are measures of the difference in a statistical sense between two random data sets, such as the outcome of flipping coins one hundred times. The larger the T statistic the more different the two random data sets in a statistical sense.

William Sealy Gossett (Student)
William Sealy Gossett (Student)

Student’s T test and Welch’s T test convert the T statistics into probabilities that the difference between the two data sets (the “no advertising” and “advertising” sales data in our case) is due to chance. Student’s T test and Welch’s T test are included in Excel and many other financial and statistical programs.

The plot below is a histogram (bar chart) of the number of simulations with a Welch’s T statistic value. In these simulations, the advertising has no effect on the daily sales (or profits). The advertising has no effect is the null hypothesis in the language of classical statistics.

Welch's T Statistics
Welch’s T Statistics

Welch was able to derive a mathematical formula for the expected distribution — shape of this histogram — using calculus. The mathematical formula could then be evaluated quickly with pencil and paper or an adding machine, the best available technology of his time (the 1940’s).

To derive his formula using calculus, Welch had to assume that the data had a Bell Curve (Normal or Gaussian) distribution. This is at best only approximately true for the sales data above. The distribution of daily sales in the simulated data is actually the Poisson distribution. The Poisson distribution is a better model of sales data and approximates the Bell Curve as the number of sales gets larger. This is why Welch’s T test is often approximately valid for sales data.

Many methods and tests in classical statistics assume a Bell Curve (Normal or Gaussian) distribution and are often approximately correct for real data that is not Bell Curve data. We can compute better, more reliable results with computer simulations using the actual or empirical probability distributions — shown below.

Welch's T Statistic has Bell Curve Shape
Welch’s T Statistic has Bell Curve Shape

More precisely, naming one data set the reference data and the other data set the test data, the T test computes the probability that the test data is due to a chance variation in the process that produced the reference data set. In the advertising example above, the “no advertising” period sales data is the reference data and the “advertising” sales data is the test data. Roughly this probability is the fraction of simulations in the Welch’s T statistic histogram that have a T statistic larger (or smaller for a negative T statistic) than the measured T statistic for the actual data. This probability is known as a p-value, a widely used statistic pioneered by Ronald Fisher.

Ronald Aylmer Fisher
Ronald Aylmer Fisher at the start of his career

The p-value has some obvious drawbacks for a business evaluating the effectiveness of advertising. At best it only tells us the probability that the advertising boosted sales or profits, not how large the boost was nor the risks. Even if on average the advertising boosts sales, what is the risk the advertising will fail or the sales increase will be too small to recover the cost of the advertising?

Fisher worked for Rothamsted Experimental Station in the United Kingdom where he wanted to know whether new breeds of crops, fertilizers, or other new agricultural methods increased yields. His friend and colleague Gossett worked for the Guinness beer company where he was working on improving yields and quality of beer. In both cases, they wanted to know whether a change in the process had a positive effect, not the size of the effect. Without modern computers — using only pencil and paper and adding machines — it was not practical to perform simulations as we can easily today.

Welch’s T statistic has a value of -3.28 for the above sales data. This is in fact lower than nearly all the simulations in the histogram. It is very unlikely the boost in sales is due to chance. The p-value from Welch’s T test for the advertising data above — computed using Welch’s mathematical formula — is only 0.001 (one tenth of one percent). Thus it is very likely the boost in sales is caused by the advertising and not random chance. Note that this does not tell us if the size of the boost, whether the advertising is cost effective, or the risk of the investment.

Sales and Profit Projections Using Computer Simulations

We can do much better than Student’s T test and Welch’s T test by using computer simulations based on the empirical probabilities of sales from the reference data — the “no advertising” period sales data. The simulations use random number generators to simulate the random nature of individual sales.

In these simulations, we simulate one year of business operations with advertising many times — one-thousand in the examples shown — using the frequency of sales from the period with advertising. We also simulate one year of business operations without the advertising, using the frequency of sales from the period without advertising in the sales data.

Frequency of Daily Sales in Both Periods
Frequency of Daily Sales in Both Periods

We compute the annual change in the profit relative to the corresponding period — with or without advertising — in the sales data for each simulated year of business operations.

Annual Profit Projections
Annual Profit Projections

The simulations show that we have an average expected increase in profit of $5,977.66 over one year (our annual advertising cost is $6,000.00). It also shows that despite this there is a risk of a decrease in profits, some greater than the possible decreases with no advertising.

A business needs to know both the risks — how much money might be lost in a worst case — and the rewards — the average and best possible returns on the advertising investment.

Since sales are a random process like flipping a coin or throwing dice, there is a risk of a decline in profits or actual losses without the advertising. The question is whether the risk with advertising is greater, smaller, or the same. This is known as differential risk.

The Problem with p-values

This is a concrete example of the problem with p-values for evaluating the effectiveness of advertising. In this case, the advertising increases the average daily sales from 100 units per day to 101 units per day. Each unit costs one dollar (a candy bar for example).

P-VALUE SHOWS BOOST IN SALES
P-VALUE SHOWS BOOST IN SALES

The p-value from Welch’s T test is 0.007 (seven tenths of one percent). The advertising is almost certainly effective but the boost in sales is much less than the cost of the advertising:

Profit Projections
Profit Projections

The average expected decline in profits over the simulations is $5,128.84.

The p-value is not a good estimate of the potential risks and rewards of investing in advertising. Sales and profit projections from computer simulations based on a mathematical model derived from the reference sales data are a better (not perfect) estimate of the risks and rewards.

Multidimensional Sales Data

The above examples are simple cases where the only change is the addition of the advertising. There are no price changes, other advertising or marketing expenses, or other changes in business or economic conditions. There are no seasonal effects in the sales.

Student’s T test, Welch’s T test, and many other statistical tests are designed and valid only for simple controlled cases such as this where there is only one change between the reference and test data. These tests were well suited to data collected at the Rothamsted Experimental Station, Guinness breweries, and similar operations.

Modern businesses purchasing advertising from Facebook, other social media services, and modern media providers (e.g. the New York Times) face more complex conditions with many possible input variables (unit price, weather, unemployment rate, multiple advertising services, etc.) changing frequently or continuously.

For these, financial analysts need to extract predictive multidimensional mathematical models from the data and then perform similar simulations to evaluate the effect of advertising on sales and profits.

Example Software

The AdEvaluator™ software used in these examples is free open source software (FOSS) developed using the Anaconda Python 3 distribution. It is available under the GNU General Public License Version 3.

AdEvaluator can be downloaded here.

Disclaimer

AdEvaluator™ is designed for cases with a single product or service with a constant unit price during both periods. AdEvaluator™ needs a reference period without the new advertising and a test period with the new advertising campaign. The new advertising campaign should be the only significant change between the two periods. AdEvaluator™ also assumes that the probability of the daily sales is independent and identically distributed during each period. This is not true in all cases. Exercise your professional business judgement whether the results of the simulations are applicable to your business.

This program comes with ABSOLUTELY NO WARRANTY; for details use -license option at the command line or select Help | License… in the graphical user interface (GUI). This is free software, and you are welcome to redistribute it under certain conditions.

We are developing a professional version of AdEvaluator™ for multidimensional cases. This version uses our Math Recognition™ technology to automatically identify good multidimensional mathematical models.

The Math Recognition™ technology is applicable to many types of data, not just sales and advertising data. It can for example be applied to complex biological systems such as the blood coagulation system which causes heart attacks and strokes when it fails. According the US Centers for Disease Control (CDC) about 633,000 people died from heart attacks and 140,000 from strokes in 2016.

Conclusion

It is often difficult to evaluate whether advertising is boosting sales and profits, despite the ready availability of sales and profit data for most businesses. This is caused by the unpredictable nature of individual sales and frequently by the complex multidimensional business environment where price changes, economic downturns and upturns, the weather, and other factors combine with the advertising to produce a confusing picture.

In simple cases with a single change, the addition of the new advertising, Student’s T test, Welch’s T test and other methods from classical statistics can help evaluate the effect of the advertising on sales and profits. These statistical tests can detect an effect but provide no clear estimate of the magnitude of the effect on sales and profits and the financial risks and rewards.

Sales and profit projections based on computer simulations using the empirical probability of sales from the actual sales data can provide quantitative estimates of the effect on sales and profits, including estimates of the financial risks (chance of losing money) and the financial rewards (typical and best case profits).

(C) 2018 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).

A Skeptical Look at STEM Shortage Numbers

AP Calculus Model Revised 1997 to 2016 Data

Projected STEM Shortages

It is common to encounter claims of a shortage or projected shortage of some number of millions of STEM (Science, Technology, Engineering and Mathematics) workers — sometimes phrased as millions of new jobs that may go unfilled due to the shortage of STEM workers.  For example, the recent press release from Emerson Electric claiming a STEM worker shortage crisis includes the following paragraph:

While the survey found students today are twice as likely to study STEM fields compared to their parents, the number of roles requiring STEM expertise is growing at a rate that exceeds current workforce capacity. In manufacturing alone, the National Association of Manufacturing and Deloitte predict the U.S. will need to fill about 3.5 million jobs by 2025; yet as many as 2 million of those jobs may go unfilled, due to difficulty finding people with the skills in demand.

(Emphasis Added)

STEM shortage claimants often link the alleged shortage or projected shortage to poor K-12 education in the United States, often comparing US education critically to other nations such as Hong Kong, Singapore, and Finland.

How true are these seemingly alarming numbers?

Here are the numbers for United States students achieving a score of at least 3 out of 5, considered a passing grade — qualified, on the Advanced Placement (AP) Calculus exam, either the AB or the more advanced BC Calculus exam from the College Board.  BC Calculus is equivalent to a full first year calculus course at a top STEM university or college such as MIT or Caltech.   A score of 3 on an AP exam officially means “qualified.”

Calculus is a challenging college level quantitative course.  Being rated as qualified or better in calculus is a substantial accomplishment.  Calculus is taken by most STEM students regardless of specific STEM degree or profession. Mastering calculus demonstrates motivation, hard work, and innate ability. Calculus is required for many STEM degrees and professions. Calculus is “good to know” for nearly all STEM degrees and professions, even if not strictly required.

The AP exams are standardized tests taken by students throughout the United States, thus removing concerns about the quality of grades and certifications from differing institutions and teachers.

AP Calculus Totals by Year
AP Calculus Totals by Year (Source: The College Board)

In 2016, about 284,000 students scored 3 or higher on the AP Calculus Exam, either the AB or the more advanced BC exam.  In total, just over three million students scored 3 or higher on the AP Calculus exams from 2002 through 2016.

Here are the results of fitting a simple exponential growth model to the data to estimate the number of students who have received a score of 3 or higher on the AP Calculus Exam each year since 1970:

US K-12 STEM Student Production Data and Model 1970 to 2016
US K-12 STEM Student Production Data and Model 1970 to 2016

This model estimates a total of just over five (5) million students scoring 3 or higher on the AP Calculus Exams since 1970 (48 years ago).  The model has a coefficient of determination of 0.988, meaning only 1.2 percent of the variation in the data is unexplained by the model.  This is excellent agreement between the model and data.

The model predicts that about 4.2 million students will take the AP Calculus Exam and score 3 or higher between 2016 and 2026 (far more than the 2 million and 3.5 million numbers quoted in the Emerson press release).  This is in addition to the over 3 million students the College Board says took the exam and scored 3 or better between 2002 and 2016 and the estimated 2 million between 1970 and 2002.

The United States produces many qualified STEM students at the K-12 level!

In 2016, the United States Bureau of Labor Statistics (BLS), arguably a more reliable and authoritative source than the Emerson press release, predicted the total number of STEM jobs would grow by 853,600 jobs from 2016 to 2026 ( a ten year prediction).  This is considerably less than the four million students expected to score 3 or higher on AP Calculus between 2016 and 2026.

The BLS estimates that there were 7.3 million science and engineering workers employed in 2016, with a projected increase to 8.2 million in 2026.

The BLS also predicted that an additional 1.439 million scientists and engineers will exit the labor force due to factors such as retirement, death, and to care for family members .  This is plausible assuming the science and engineering workforce has ages roughly uniformly distributed between 22 (typical college graduation age) and 65 (typically retirement age).  In ten years, about a quarter of the science and engineering workforce might be expected to retire, die, or leave to care for family members.  One quarter of 7.3 million is about 1.825 million.

Taken together overall growth (835,000) and retirements, deaths, etc. (about 1.8 million) give a total of about 2.635 million openings, considerably less than the predicted four million students who will take AP Calculus and score 3 or higher between 2016 and 2026.  In fact, extrapolating the 284,000 students who scored 3 or higher on the AP Calculus Exam in 2016 forward for ten years with no growth (an unrealistic assumption) still gives 2.8 million students, more than the projected number of openings.

Occupational Transfers

However, the BLS then introduces a remarkable, if not bizarre additional category of projected “openings.”  Here is John Sargent of the Congressional Research Service (CRS)’s discussion of the BLS projections:

In addition to the job openings created by growth in the number of jobs in S&E occupations, BLS projects that an additional 1. 439 million scientists and engineers will exit the labor force due to factors such as retirement, death, and to care for family members . This brings the number of S&E job openings created by job growth and those exiting the workforce to nearly 2.3 million. In addition, BLS projects that there will be an additional 3.7 million openings created by occupational transfers in S&E positions during this period, that is , workers in S&E occupations who leave their jobs to take jobs in different occupations, S&E or non-S&E.  The BLS projections do not include data that allow for a quantitative analysis of how many new workers (those not in the labor market in 2016) will be required for openings created by job growth, labor force exits, and occupational transfers , as there is no detail to how many of the S&E openings are expected to be filled by workers transferring into these openings from S&E occupations and from non-S&E occupations (that is, some workers may transfer from one S&E occupation to another, some may transfer from an S&E occupations to a non-S&E occupations, and still others may transfer from a non-S&E occupation into an S&E occupations ) . According to BLS, the projections methodology allows for multiple occupational transfers from the same position during the 10-year projection period, but only one occupational transfer in a given year.

The BLS appears to be claiming that at least 3.7 million allegedly rare and difficult to find, highly paid STEM workers,  over one half of currently employed STEM workers (7.3 million) will, for some unexplained reason — not retirement, death, or caring for a loved one — leave their profession!

This bizarre unexplained projection, now totaling six (6) million openings, finally manages to exceed the estimated four million students who will probably take AP Calculus and score 3 or better on the AP exam between 2016 and 2026.

Without the mysterious “occupational transfers,” the numbers actually suggest overproduction, a glut of STEM students at the K-12 level (more students taking the AP Calculus Exams and scoring 3 or higher than future openings).

The US Census found using the most common definition of STEM jobs, total STEM employment in 2012 was 5.3 million workers (immigrant and native), but there are 12.1 million STEM degree holders (immigrant and native).  There are many more STEM degree holders than students who took AP Calculus and scored at least 3 on the exam!  A majority of STEM degree holders do not work in STEM professions.

What should one make of this?  The BLS seems to be assuming an extremely high turnover rate in STEM workers, with at least fifty percent dropping out or being pushed out in only ten years.  This assumption may then be used to argue for a shortage!  The shortage would be due entirely to the mysterious unexplained “occupational transfers.”

Conclusion

K-12 schools in the United States produce large numbers of highly qualified STEM students who routinely take and pass the AP Calculus exam, either the AB exam or the more advanced BC exam.  Remarkably these top students alone are nearly able to fill all existing STEM jobs, not including guest workers on H1-B or other guest worker visas and not including many late bloomers who first take calculus in college or even graduate school.

NOTE: The raw data on numbers of students taking and passing the AP Calculus exams each year from 2002 to 2016 are in the Comma Separated Values (CSV) format and the Python model fitting script used in the analysis above are given in the Appendix below.  The data follows the Python script.

(C) 2018 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).

Appendix

estimate_k12_stem.py

#
# estimate total production of STEM students at the
# K-12 level (pre-college)
#
# data and model for number of students who pass the
# AP Calculus exams (both AB and BC) from the College
# Board each year (data from 2002 to 2016)
#
# estimate total production of STEM students by K-12
# education from 1970 to 2016 (about 5 million estimated)
#
# versus about 12.1 million STEM degree holders in 2014
# and 5.3 million actual employed STEM workers in 2014
#
# Source: https://cis.org/There-STEM-Worker-Shortage
#
# (C) 2018 by John F. McGowan, Ph.D. (ceo@mathematical-software.com)
#
#
import numpy as np
import matplotlib.pyplot as plt
import matplotlib.ticker as ticker

from mpl_toolkits.mplot3d import Axes3D
import scipy.optimize as opt
import pandas as pd

df = pd.read_csv(“AP Calculus Totals by Year.csv”)

df.dropna()

ab_str = df.values[:,2]
bc_str = df.values[:,4]

ab = np.zeros(ab_str.shape)
bc = np.zeros(bc_str.shape)

index = 0
for val in ab_str.ravel():
if isinstance(val, str):
ab[index] = np.float(val.replace(‘,’,”))
index += 1

index = 0
for val in bc_str.ravel():
if isinstance(val, str):
bc[index] = np.float(val.replace(‘,’, ”))
index += 1

temp = ab + bc
total = temp[:-2]

years_str = df.values[0:15,0]
years = np.zeros(years_str.shape)
for index in range(years.size):
years[index] = np.float(years_str[index])

START_YEAR = 1970

def my_exp(x, *p):
“””
exponential model
“””
return p[0]*np.exp(p[1]*(x – START_YEAR))

p_start = [ 50000.0, 0.01 ]

popt, pcov = opt.curve_fit(my_exp, years, total, p_start)

print(popt)

STOP_YEAR = 2016
NYEARS = (STOP_YEAR – START_YEAR + 1)

years_fit = np.linspace(START_YEAR, STOP_YEAR, NYEARS)
n_fit = my_exp(years_fit, *popt)

n_pred = my_exp(years, *popt)

r2 = 1.0 – (n_pred – total).var()/total.var()
r2_str = “%4.3f” % r2

cum_total = n_fit.sum()

# to match BLS projections
future_years = np.linspace(2016, 2026, 11)

assert future_years.size == 11

future_students = my_exp(future_years, *popt)

# https://fas.org/sgp/crs/misc/R43061.pdf
#
# The U.S. Science and Engineering Workforce: Recent, Current,
# and Projected Employment, Wages, and Unemployment
#
# by John F. Sargent Jr.
# Specialist in Science and Technology Policy
# November 2, 2017
#
# Congressional Research Service 7-5700 www.crs.gov R43061
#
# “In 2016, there were 6.9 million scientists and engineers (as
# defined in this report) employed in the United States, accounting
# for 4.9 % of total U.S. employment.”
#

# BLS astonishing/bizarre projections for 2016-2026

# “The Bureau of Labor Statistics (BLS) projects that the number of S&E
# jobs will grow by 853,600 between 2016 and 2026 , a growth rate
# (1.1 % CAGR) that is somewhat faster than that of the overall
# workforce ( 0.7 %). In addition, BLS projects that 5.179 million
# scientists and engineers will be needed due to labor force exits and
# occupational transfers (referred to collectively as occupational
# separations ). BLS projects the total number of openings in S&E due to growth ,
# labor force exits, and occupational transfers between 2016 and 2026 to be
# 6.033 million, including 3.477 million in the computer occupations and
# 1.265 million in the engineering occupations.”

# NOTE: This appears to project 5.170/6.9 or 75 percent!!!! of current STEM
# labor force LEAVE THE STEM PROFESSIONS by 2026!!!!

# “{:,}”.format(value) to specify the comma separated thousands format
#
print(“TOTAL Scientists and Engineers 2016:”, 6.9e6)
print(“ESTIMATED TOTAL IN 2016 SINCE “, START_YEAR, \
“{:,}”.format(cum_total))
print(“TOTAL FROM 2002 to 2016 (College Board Data) “, \
“{:,}”.format(total.sum()))
print(“ESTIMATED FUTURE STUDENTS (2016 to 2026):”, \
“{:,}”.format(future_students.sum()))

f1 = plt.figure()
ax = plt.gca()
ax.get_yaxis().set_major_formatter(
ticker.FuncFormatter(lambda x, p: format(int(x), ‘,’)))

plt.plot(years_fit, n_fit, ‘g’, linewidth=3, label=’FIT’)
plt.plot(years, total, ‘bs’, markersize=10, label=’DATA’)
plt.legend()
plt.title(‘STUDENTS PASSING AP Calculus Exams (R**2=’ \
+ r2_str + “)”)
plt.xlabel(‘YEAR’)
plt.ylabel(‘TOTAL AP CALC EXAM PASSERS’)
plt.show()

AP Calculus Totals by Year.csv


YEAR,AB Calculus,AB Calculus Pass,BC Calculus,BC Calculus Pass,US Population,Working Age Population (15-64)
2016,"308,215.00","183,486.00","124,931.00","101,264.00",,
2015,"302,532.00","173,711.00","118,707.00","94,605.00",,
2014,"294,072.00","173,155.00","112,463.00","90,868.00",,
2013,"282,814.00","167,883.00","104,483.00","83,471.00",,
2012,"266,994.00","159,443.00","94,403.00","77,741.00",,
2011,"255,357.00","143,536.00","85,194.00","68,354.00",,
2010,"245,867.00","136,942.00","78,998.00","65,394.00","308,745,538.00","198,249,337.00"
2009,"230,588.00","137,265.00","72,965.00","58,402.00",,
2008,"222,835.00","136,203.00","69,103.00","55,461.00",,
2007,"211,693.00","124,539.00","64,311.00","51,533.00",,
2006,"197,181.00","120,905.00","58,602.00","51,491.00",,
2005,"185,992.00","107,892.00","54,415.00","44,043.00",,
2004,"175,094.00","103,896.00","50,134.00","39,883.00",,
2003,"166,821.00","109,893.00","45,973.00","37,103.00",,
2002,"157,524.00","105,982.00","41,785.00","33,935.00",,
TOTALS,"3,503,579.00","2,084,731.00","1,176,467.00","953,548.00",,
TOTAL STEM,"3,038,279.00",,,,,

The Mathematics Recognition Problem

 

A brief introduction to the math recognition problem and automatic math recognition using modern artificial intelligence and pattern recognition methods. Includes a call for data.  About 14 minutes.

(C) 2018 by John F. McGowan, Ph.D.

About Me

John F. McGowan, Ph.D. solves problems using mathematics and mathematical software, including developing gesture recognition for touch devices, video compression and speech recognition technologies. He has extensive experience developing software in C, C++, MATLAB, Python, Visual Basic and many other programming languages. He has been a Visiting Scholar at HP Labs developing computer vision algorithms and software for mobile devices. He has worked as a contractor at NASA Ames Research Center involved in the research and development of image and video processing algorithms and technology. He has published articles on the origin and evolution of life, the exploration of Mars (anticipating the discovery of methane on Mars), and cheap access to space. He has a Ph.D. in physics from the University of Illinois at Urbana-Champaign and a B.S. in physics from the California Institute of Technology (Caltech).