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A
Araújo, Nuno. A reindustrialização de Portugal num contexto de crise e hegemonia industrial dos países emergentes. Monte de Caparica: IET Working Papers Series, 2015. Abstract

This working paper aimed to understand the importance and the role of Industry for the Portuguese' economic recovery, integrated in a context of progressive deindustrialisation over the last few years, and simultaneously an impressive growth and domain over some production sectors by emergent countries, associated with the 2008 crisis. We intended to analyse this problematic in both national and European levels, bringing into context the national industry, identifying the causes for the progressive abandon of the industry and its consequences. To identify the main stakeholders and their role on the reindustrialization process. To identify policies and instruments contributing to the promotion of this reindustrialisation and main conclusions.

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Baumann, Manuel. "Prospective system analysis of stationary battery systems under the frame of Constructive Technology Assessment." Enterprise and Work Innovation Studies 9 (2013): 9-27. AbstractWebsite

The ongoing German energy transition causes a higher demand for reliable energy storage in the future. This increasing demand for sustainable, cheap, safe and efficient energy storage systems has caused a stronger public debate about the potential benefits of grid battery storage according to sustainability. This circumstance led to the preposition that there is a need for the development of a proper ex-ante assessment strategy to support technology uptake. The developed approach represents a framework for prospective system analysis (PSA) using the heuristics of constructive technology assessment to identify consequences, application possibilities or threats in the technological trajectory of grid battery storage. Within this framework PSA is used to quantitatively assess economic, environmental and social aspects along the entire life cycle of electrochemical energy storage technologies in order to identify hotspots according to sustainability. The Analytic Hierarchic Process (AHP) supports multiple methods in data collection and enables the analyst to combine results from PSA with qualitative actor notions about technology according to the “world” where it is embodied. In this sense AHP enables to achieve an optimum construct of technology from a stakeholder view point. The developed approach represents an efficient research strategy to shape technology in a sustainable way in frame of „Responsible Research and Innovation“.

Boavida, Nuno. "Decision making processes based on innovation indicators: which implications for technology assessment?" Enterprise and Work Innovation Studies 7 (2011): 33-55. AbstractWebsite

The present work deals with the use of innovation indicators in the decision-making process. It intends to contribute to the discussion on the construction, use and analysis of indicator systems and also to evaluate its weight on decision-making in innovation. The goal is to help understand how innovation indicators can influence technology policy and through it, society at large. This work will start by analysing the use of indicators (their problems and consistency) and other sources of information that contribute to build the opinions of innovation decision makers. This will be followed by a survey and interviews with main innovation actors. The results will shed light on the impact of the use of indicators by the innovation community – both in terms of technology policy and in the social sphere. Proposals and implications for the future will be advanced, hopefully adding new contributions to the governance of the science, technology and innovation field.

Boavida, Nuno, and António Brandão Moniz. "Technology Assessment in Non-PTA Countries: An Overview of Recent Developments in Europe." In Technology Assessment in Japan and Europe, 75-88. Karlsruhe: KIT Scientific Publishing, 2016.
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Candeias, Marta, and António B. Moniz. "Public policies for Industry 4.0: some lessons from the Portuguese case." International Journal of Automotive Technology and Management 24 (2024): 144-168. AbstractWebsite

In Portugal, digital transition was structured with national public policies since 2003. In 2017, initiatives for the adoption of Industry 4.0 concepts are implemented in Portugal. We analysed the diffusion and implementation of these technologies, in Portugal. Some questions were raised: has the interplay between public policies, state agencies and industrial relations players in the process been articulated, as in Germany? What have been the effects of these technologies on workers and organisations? Are the public initiatives in place enough or more is needed? Qualitative and quantitative approaches were used to collect evidence on the main features and constraints of a public policy for Industry 4.0, based on the case study of the automotive sector in Portugal. Findings suggest the need to balance regulatory policies on data related risks, and investment policies towards education, training and organisational innovation are needed to complement technology development and adoption support.

Candeias, Marta, António B. Moniz, and Nuno Boavida. "Digital Transformation in the Automotive Sector in Portugal: Data Analysis of Industrial R&D Projects." In Inclusive Futures for Eu- rope: Addressing the Digitalisation Challenges, Inclusive Futures for Europe, edited by V. Kirov and B. Malamin, 57-72. Sofia: Marin Drinov Publishing House of BAS, 2022.
Candeias, Marta, António B. Moniz, and Nuno Boavida. "Automation trends in Portugal: implications in productivity and employment." GEE Paper 165 (2022).Website
Cândido, Ana C. "Open Innovation and Social Network Analysis." Enterprise and Work Innovation Studies 8 (2012): 41-55. AbstractWebsite

In this work we propose the use of Social Network Analysis to understand the positioning of the concept of Open Innovation in the literature, offering thereby a complementary approach to existing literature review up to now. The main motivation of this network analysis is to contribute to the understanding of the concept of Open Innovation, with its spread to different areas of knowledge over the years and its relationship with other concepts in the literature. Some 403 articles published in the database of the Science Direct during the years 2003 to 2011 were analyzed. The data was collected separately by year, considering the following information: journals in which the articles were published; countries of origin of the articles’ authors, keywords of these articles and year of publication. The results reveal the intense growth of the use of the words "Open Innovation" in articles from different areas of knowledge, as well as its increasing interconnection with other concepts, allowing the understanding of its diffusion in the literature.

Compagna, Diego, Stefan Derpmann, and Kathrin Mauz. "The Operation of Autonomous Mobile Robot Assistants in the Environment of Care Facilities Adopting a User-Centered Development Design." Enterprise and Work Innovation Studies 5 (2009): 11-24. AbstractWebsite

The successful development of autonomous mobile robot assistants depends significantly on the well-balanced reconcilements of the technically possible and the socially desirable. Based on empirical research 2 substantiated conclusions can be established for the suitability of "scenario-based design" (Rosson/Carroll 2003) for the successful development of mobile robot assistants and automated guided vehicles to be applied for service functions in stationary care facilities for seniors.

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El-Haouzi, Hind B., E. Valette, B. - J. Krings, and A. B. Moniz. "Social Dimensions in CPS & IoT Based Automated Production Systems." Societies 11 (2021).Website
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Fournier, Guy, Henning Hinderer, Daniel Schmid, René Seign, and Manuel Baumann. "The new mobility paradigm: Transformation of value chain and business models." Enterprise and Work Innovation Studies 8 (2012): 9-40. AbstractWebsite

Four categories of innovations have been identified by Freeman and Perez: incremental innovations, radical innovations, new technological systems (systemic innovations), and technological revolutions or new techno-economic paradigms. New techno-economic paradigms represent changes in technological systems that are so far-reaching in their effects that they have a major influence on the behaviour of the entire economy. Scarcity of oil and external costs like global warming are the key arguments and the main drivers of the change of the current paradigm. They will affect especially the mobility of individuals and the interlinked business models. Novel business models within newly created markets will raise e.g. extended mobility services, activities aiming at the infrastructure, new opportunities in the field of energy transmission and supply and even new strategies of recycling, reusing or reducing the use of resources in order to address global scarcity issues. Especially for the established players of the automotive industry like original equipment manufacturers (OEMs) or 1st and 2nd tier suppliers this implicates opportunities and risks at the same time. But also new players will get the chance to create and enter new markets with new or extended products or services and lead the new value chain. This paper compiles and evaluates current approaches and business models of selected OEMs together with upcoming players. Additionally their positions within the existing value chain are being analyzed and classified. Bringing together the identified drivers of changes with current trends within the automotive industry the authors also show new concepts of extended business models, e.g. the idea of an ecosystem, that have the potential to cause an additional shift of power within the global mobility value chain.

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Grunwald, Armin. "Responsible innovation: bringing together technology assessment, applied ethics, and STS research." Enterprise and Work Innovation Studies 7 (2011): 9-31. AbstractWebsite

The ideas of ‘responsible development’ in the scientific-technological advance and of ‘responsible innovation’ in the field of new products, services and systems have been discussed for some years now with increasing intensity (Siune et al. 2009) and led to the phrase of ‘Responsible Research and Innovation’ (RRI). The postulate of responsible innovation adds explicit ethical reflection to Technology Assessment (TA) and science, technology and society (STS) studies and includes all of them into integrative approaches to shaping technology and innovation. Responsible innovation brings together TA with its experiences on assessment procedures, actor involvement, foresight and evaluation with ethics, in particular under the framework of responsibility, and also builds on the body of knowledge about R&D and innovation processes provided by STS and STIS studies (science, technology, innovation and society). Ethical reflection and technology assessment are increasingly taken up as integrative part of R&Dprogrammes (Siune et al. 2009). Science institutions, including research funding agencies, have started taking a pro-active role in promoting integrative research and development. Thus, the governance of science and of R&D processes is changing which opens up new possibilities and opportunities for involving new actors and new types of reflection. In this paper I want to demonstrate at a more conceptual level that Responsible Innovation can build on experiences and knowledge provided by the three mentioned fields of research: ethics, technology assessment, and STS respective STIS studies. To this end I will start by a brief analysis of the thematic dimensions included in the notion of responsibility and the respective disciplinary approaches to explore and investigate them (Sec. 2). The field of technology assessment is then introduced as a major origin of the Responsible Innovation movement including already some of the main ideas behind Responsible Innovation (Sec. 3). Based on the TA tradition Responsible Innovation may be characterized as a broadened extension of technology assessment complemented by ethics and STS (Sec. 4). As an illustration, the field of Synthetic Biology is introduced (Sec. 5).

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Hahn, Julia, and Miltos Ladikas. "Responsible Research and Innovation: a Global Perspective." Enterprise and Work Innovation Studies 10 (2014): 9-27. AbstractWebsite

Responsible Research and Innovation (RRI) is a normative concept that has captured considerable attention on the Science and Technology (S&T) policy level, but also in academic discourses. It represents a new approach to how science, innovation and research can be shaped in accordance with societal values that builds directly on the concepts and methodologies of Technology Assessment (TA). The definition and operationalization aspects of RRI remain still unclear although key ingredients such as ethical acceptability are well established in S&T debates and embrace a spectrum of standard methodological approaches. In this paper we review the conceptual debate on RRI with a focus on its constituent parts. We then present a functional comparison between RRI and TA that proves the considerable conceptual overlap in the two approaches. We argue that TA methodologies and precepts should be employed as key operationalisational features in RRI. Finally we argue for a global perspective on RRI by describing a case study on global ethics in S&T that introduces an analytical framework for ethics debates.

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Maia, Maria João. "Decision-making process in radiology: the magnetic resonance example in the TA context." Enterprise and Work Innovation Studies 7 (2011): 75-101. AbstractWebsite

In order to understand the decision-making process in a Radiology Department, taking the Magnetic Resonance Equipment as an example, this paper reports a project to be followed. It is a guideline for future work development regarding Technology Assessment in Radiology. The Theoretical Framework is divided is three big issues. The first is “Technology Assessment”. Starting with the definition of some important concepts, the history and development of Technology Assessment will be addressed. The aim of this issue is to give a general main idea concerning TA contextualization. Doing a transposition of this subject to health area, it is also important to understand the particularities of Health Technology Assessment, second issue. Portugal framework on this subject will also be addressed. As so, the Portuguese National Health System is characterized and the decision-making stakeholders identified, has well as the competences for the decision-making process in general. The third issue is Decision-Making and its aim is to give a general elucidation on decision-making matters. To accomplish this, a research methodology was outlined, so that six research questions could be answered and five hypotheses could be accepted or refuted, in the future. With this research methodology, the Portuguese state of the art Magnetic Resonance equipment existence will be studied, using a survey as a resource. In the future, a mapping stakeholder technique will be used to identify the decision making key stakeholders and a survey will be applied to map theirs skills and competences in the process, where a pre-test was already applied. The results of this pre-test are presented.

Maia, Maria João. "Foresight Exercises as a tool for decision-making: the example of two case studies in health." Enterprise and Work Innovation Studies 9 (2013): 39-66. AbstractWebsite

Healthcare systems are characterized by a rapid technology push and demand. Most decisions taken in this field usually are accompanied by risk and uncertainties. Due to financial constrains (common in every healthcare system), all decision must be made based on evidences of reliable studies. It may be not possible to know the future needs of healthcare systems in general, but it should be possible to foreseen them. This paper aims to shed some light on how prospective analysis can be an adding tool for the decision-making process, by enhancing exploratory and strategic dimension of planning and managing in a sensitive field such as healthcare. In order to provide for a simple overview on foresight exercises applied to health, this paper presents two study-cases that applied different methods. Since different foresight methods were applied, a comparative case-study analysis was applied, taking into consideration the following aspects of the exercise: aim, methodology, stakeholders and outputs. The specific objectives of this report are: to explore the usage of foresight methods applied to healthcare level in two different countries and therefore to understand if there are any similarities in the approach; and based on the analysis results, to develop recommendations for healthcare level decision-making in general. The results of this report can be useful for a better understanding on how foresight methods can be applied in healthcare and their importance. This article can help healthcare professionals, providing them a glimpse of some steps on the use of these foresight methods, so they can be more alert for foresight methodological framework and their practical applications. The knowledge on how to apply foresight methodology can be a differential and potential asset of a well-organized and informed institution, as well as an asset for a shared and participative strategic planning.

Moniz, António B., Nuno Boavida, Manuel Baumann, Jens Schippl, Max Reichenbach, and Marcel Weil. "Technology transition towards electric mobility - technology assessment as a tool for policy design." In Colloquium Gerpisa 2013. Paris: Université d'Evry, 2013. Abstract

The paper aims to understand the degree of transition towards e-mobility. The assumption is that the degree of convergence between actors of each system (batteries, vehicles, grid, policies, business models and consumers) is an indicator of changes in the present socio-technical regime. After an introduction to the socio-technical transition towards e-mobility, the paper presents and discusses three technology assessment approaches to several projects related to technology, society and politics. There are several thematic crossovers between all projects presented leading to a synergetic technology assessment. This output results from the overlapping areas between the cases and can be used to first assess the extent of changes in the present socio-technical regime, as well as to extract standards and regulations, acceptance/risk analyses and behaviour changes that could be significant in the context of a transition towards electric mobility.

Moniz, A. B., B. - J. Krings, and P. Frey. "Technology as enabler of the automation of work? Current societal challenges for a future perspective of work." Revista Brasileira de Sociologia 2021 (2021).Website
Moniz, António B., and Kumi Okuwada. Technology Assessment in Japan and Europe. Karlsruhe: KIT Scientific Publishing, 2016. Abstract

The goal of technology assessment (TA) is to lend support to society and policy making by promoting understanding of the problems related to the grand sociotechnical challenges of our time, as well as to assess the available options for managing them. Researchers from Japan and Europe reflected together in this book on country-specific developments to identify the conditions that must be present to anchor TA in science, politics, and society. This book helps us to learn about different cultures.

Moniz, António B., Marta Candeias, and Nuno Boavida. Artificial Generative Intelligence and Work – Portugal. Barcelona: EPTA, 2023.
Moniz, António B., and Michael Decker. "Robotics Technology Assessment: New challenges, implications and risks. A session summary." In The Next Horizon of Technology Assessment, 249-252. Prague: Technology Centre ASCR, 2015.
Moniz, António B. "Synthesis about a collaborative project on “Technology Assessment of Autonomous Systems”." Enterprise and Work Innovation Studies 5 (2009): 83-91. AbstractWebsite

The project started in 2009 with the support of DAAD in Germany and CRUP in Portugal under the “Collaborative German-Portuguese University Actions” programme. One central goal is the further development of a theory of technology assessment applied to robotics and autonomous systems in general that reflects in its methodology the changing conditions of knowledge production in modern societies and the emergence of new robotic technologies and of associated disruptive changes. Relevant topics here are handling broadened future horizons and new clusters of science and technology (medicine, engineering, interfaces, industrial automation, micro-devices, security and safety), as well as new governance structures in policy decision making concerning research and development (R&D).

Moniz, António B., and Armin Grunwald. "Recent Experiences and Emerging Cooperation Schemes on TA and Education An Insight into Cases in Portugal and Germany." Technikfolgenabschätzung – Theorie und Praxis 18 (2011): 17-24. AbstractWebsite

At the beginning of the 21st century there are new expectations and challenges towards Technology Assessment (TA). Among these there is a new awareness on TA issues in education, in particular at universities. While TA was mainly an activity at extra-universitarian research institutions for a long time now there are new developments and initiative towards integrating TA issues in university courses. We will first give an insight into the international development. Secondly we will focus on the “TA and education” landscape in Germany and Portugal in more detail, followed by a description of new and emerging forms of cooperation between Portugal and Germany in this field which might serve as a model or an example for further cooperation between other partners.

Moniz, A. B., M. Candeias, and N. Boavida. "Changes in productivity and labour relations: artificial intelligence in the automotive sector in Portugal." Int. J. Automotive Technology and Management 22 (2022): 222-244.Website