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2009
Moniz, A, Grunwald A.  2009.  Recent Experiences and Emerging Cooperation Schemes on TA and Education: An Insight into Cases in Portugal and Germany, Nov. , Number 19519: University Library of Munich, Germany Abstract

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, Grunwald A.  2009.  {Recent Experiences and Emerging Cooperation Schemes on TA and Education: An Insight into Cases in Portugal and Germany}, Nov. , Number 19519: University Library of Munich, Germany Abstract

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.

2004
Helberger, N, Kerényi K, Krings B, Lambers R, Orwat C, Riehm U, van Gompel S, Dufft N.  2004.  {Digital Rights Management and Consumer Acceptability: A Multi-Disciplinary Discussion of Consumer Concerns and Expectations}. , Number 6641: University Library of Munich, Germany Abstract

The INDICARE project – the Informed Dialogue about Consumer Acceptability of DRM Solutions in Europe – has been set up to raise awareness about consumer and user issues of Digital Rights Management (DRM) solutions. One of the main goals of the INDICARE project is to contribute to the consensus-building among multiple players with heterogeneous interests in the digital environment. To promote this process and to contribute to the creation of a common level of understanding is the aim of the present report. It provides an overview of consumer concerns and expectations regarding DRMs, and discusses the findings from a social, legal, technical and business perspective. A general overview of the existing EC initiatives shows that questions of consumer acceptability of DRM have only recently begun to draw wider attention. A review of the relevant statements, studies and reports confirms that awareness of consumer concerns is still at a low level. Five major categories of concerns have been distinguished so far: (1) fair conditions of use and access to digital content, (2) privacy, (3) interoperability, (4) transparency and (5) various aspects of consumer friendliness. From the legal point of view, many of the identified issues go beyond the scope of copyright law, i.e. the field of law where DRM was traditionally discussed. Often they are a matter of general or sector-specific consumer protection law. Furthermore, it is still unclear to what extent technology and an appropriate design of technical solutions can provide an answer to some of the concerns of consumers. One goal of the technical chapter was exactly to highlight some of these technical possibilities. Finally, it is shown that consumer acceptability of DRM is important for the economic success of different business models based on DRM. Fair and responsive DRM design can be a profitable strategy, however DRM-free alternatives do exist too.

2003
Moniz, A, Gomes C.  2003.  Impacto do desinvestimento no mercado local de emprego: o caso de uma unidade da indústria metalomecânica[Impact of divestment on the local employment market: a case of the metal industry], Sep. , Number 6862: University Library of Munich, Germany Abstract

This paper is a draft contribution for a definition of the concept of divestment. This topic is still very influenced by definitions from the fields of economics or management. Thus, from a group of definitions and approaches developed by different authors we try to elaborate on this divestment concept, searching for indicators and variables related to this practice. The founded indicators allow us to identify the main consequences and the potential social impacts due to divestment situations. Also we try to develop a methodology of research for analysis and impact framework that come from divestment action of companies.

Moniz, A, Gomes C.  2003.  {Impacto do desinvestimento no mercado local de emprego: o caso de uma unidade da indústria metalomecânica[Impact of divestment on the local employment market: a case of the metal industry]}, Sep. , Number 6862: University Library of Munich, Germany Abstract

This paper is a draft contribution for a definition of the concept of divestment. This topic is still very influenced by definitions from the fields of economics or management. Thus, from a group of definitions and approaches developed by different authors we try to elaborate on this divestment concept, searching for indicators and variables related to this practice. The founded indicators allow us to identify the main consequences and the potential social impacts due to divestment situations. Also we try to develop a methodology of research for analysis and impact framework that come from divestment action of companies.

2002
Moniz, A, Gomes C.  2002.  Impactos sociais do desinvestimento[Social Impacts of divestment]. , Number 5882: University Library of Munich, Germany Abstract

The resulting economic integration of industrial processes and manufacturing internationalisation lead several authors to argue that world economy is globalised. In this context, the approach to the divestment concept without an social and económical context, does not show a group of associated practices and representations. Choices and options are motivated by exogenous forces that pushes companies to determine strategies that stop capital investment on new equipment goods, or on other imaterial goods. This type of strategy is designated by "divestment". The social level of consequencies are not due to the closing down or de-localization of production units that are divesting, but can be materialised of efects that are irreversible. This means unemployment, de-skilling, labour precarization and even emergence of new forms of social exclusion in former industrialised regions.

Moniz, A, Gomes C.  2002.  {Impactos sociais do desinvestimento[Social Impacts of divestment]}. , Number 5882: University Library of Munich, Germany Abstract

The resulting economic integration of industrial processes and manufacturing internationalisation lead several authors to argue that world economy is globalised. In this context, the approach to the divestment concept without an social and económical context, does not show a group of associated practices and representations. Choices and options are motivated by exogenous forces that pushes companies to determine strategies that stop capital investment on new equipment goods, or on other imaterial goods. This type of strategy is designated by "divestment". The social level of consequencies are not due to the closing down or de-localization of production units that are divesting, but can be materialised of efects that are irreversible. This means unemployment, de-skilling, labour precarization and even emergence of new forms of social exclusion in former industrialised regions.

2001
Moniz, A, Godinho MM.  2001.  A análise prospectiva como ferramenta de pol{\'ıtica de inova{\c c}ão: uma perspectiva socioeconómica[Foresight analysis as an innovation policy tool: a socio-economical approach], Mar. , Number 6412: University Library of Munich, Germany Abstract

At the last National Conference of Industrial Sociology in Portugal (in March 1999) was presented a paper on the topic of “foresight as a technology and employment policy instrument” (A.B. Moniz) where there was a reference to the need of development of this kind of tools and instruments. This need is clear when one should neutralize the negative effects of such policies, and could support the positive influences, especially with the main aims of improvement of quality of working life. Thus, is today possible to make a first balance of the application in Portugal of a type of foresight analysis exercise: the Delphi method. After some of the uses of this method in Portugal on the fisheries socio-economical system and on the relation between information society and employment, we present in this paper a first assessment of such experiments and present some recommendations for future uses of this foresight technique. We conclude that they must be applied within the context of socio-economical perspectives, and not only the technological ones, although they should include that dimension.

Moniz, A, Godinho MM.  2001.  {A análise prospectiva como ferramenta de política de inovação: uma perspectiva socioeconómica[Foresight analysis as an innovation policy tool: a socio-economical approach]}, Mar. , Number 6412: University Library of Munich, Germany Abstract

At the last National Conference of Industrial Sociology in Portugal (in March 1999) was presented a paper on the topic of “foresight as a technology and employment policy instrument” (A.B. Moniz) where there was a reference to the need of development of this kind of tools and instruments. This need is clear when one should neutralize the negative effects of such policies, and could support the positive influences, especially with the main aims of improvement of quality of working life. Thus, is today possible to make a first balance of the application in Portugal of a type of foresight analysis exercise: the Delphi method. After some of the uses of this method in Portugal on the fisheries socio-economical system and on the relation between information society and employment, we present in this paper a first assessment of such experiments and present some recommendations for future uses of this foresight technique. We conclude that they must be applied within the context of socio-economical perspectives, and not only the technological ones, although they should include that dimension.

Moniz, A, Gomes C, Machado T, Urze P.  2001.  Information Society, Work and the Generation of New Forms of Social Exclusion (SOWING): National Report (Portugal). , Number 6887: University Library of Munich, Germany Abstract

The choice over the Portuguese case studies was based on the sample constructed for the application of the firm questionnaires, during the second year of the SOWING project, 1999. This sample was fulfilled of firms among several activity sectors: textile, manufacturing, electronics, transports and software industry, based on NACE – codes (2 – digit level). Thus, we agreed to include in a new database the remaining questionnaires and construct a sample with 113 observations. Concerning the organisational change we make a distinction of three categories of change. First we analyse changes taking place at the inter-firm level (outsourcing, subcontracting, geographic relocation), followed by changes at the organisational level (deconcentration/decentralisation, reduction of hierarchical levels, introduction of cost and profit centres). The third kind of changes analysed will be those taking place at the workplace level (job enlargement/enrichment, changing character of work, work load). The Portuguese studied companies presents a relative uniform pattern considering the variables social competencies, practical knowledge, responsibility and specialized professional qualifications.

Moniz, A, Gomes C, Machado T, Urze P.  2001.  {Information Society, Work and the Generation of New Forms of Social Exclusion (SOWING): National Report (Portugal)}. , Number 6887: University Library of Munich, Germany Abstract

The choice over the Portuguese case studies was based on the sample constructed for the application of the firm questionnaires, during the second year of the SOWING project, 1999. This sample was fulfilled of firms among several activity sectors: textile, manufacturing, electronics, transports and software industry, based on NACE – codes (2 – digit level). Thus, we agreed to include in a new database the remaining questionnaires and construct a sample with 113 observations. Concerning the organisational change we make a distinction of three categories of change. First we analyse changes taking place at the inter-firm level (outsourcing, subcontracting, geographic relocation), followed by changes at the organisational level (deconcentration/decentralisation, reduction of hierarchical levels, introduction of cost and profit centres). The third kind of changes analysed will be those taking place at the workplace level (job enlargement/enrichment, changing character of work, work load). The Portuguese studied companies presents a relative uniform pattern considering the variables social competencies, practical knowledge, responsibility and specialized professional qualifications.

2000
Moniz, A, Godinho MM.  2000.  New Methodological Approaches for Change in Traditional Sectors: The Case of the Portuguese Fisheries Socio-Economic System, Apr. , Number 6444: University Library of Munich, Germany Abstract

This paper summarises the methodological approach and main results of the MARHE project (Employment and Human Resources in the Fisheries Socio-Economic System). This project had as its main aim the search for alternative futures for the fisheries sector in Portugal, with particular attention being paid to the human resources situation and the working and living conditions of the fisheries-dependent populations in the coastal areas. This is a particularly interesting case, since fisheries were once an important activity and they are now in deep recession, even though it is generally recognised that the future utilisation of maritime resources offer an immense potential. As part of the research, a Delphi exercise was implemented involving in two successive stages some of the leading actors and experts dealing with the sector in Portugal. Other initiatives were held in the context of the MARHE project providing direct and indirect inputs to the scenarios and recommendations that were put forward in the sequence of the Delphi exercise. Overall the activities described in the paper contributed to the mobilisation of major actors and to discussions that may have practical implication for the future of the sector, if certain conditions are now met in the follow up to the project.

Moniz, A, Godinho MM.  2000.  {New Methodological Approaches for Change in Traditional Sectors: The Case of the Portuguese Fisheries Socio-Economic System}, Apr. , Number 6444: University Library of Munich, Germany Abstract

This paper summarises the methodological approach and main results of the MARHE project (Employment and Human Resources in the Fisheries Socio-Economic System). This project had as its main aim the search for alternative futures for the fisheries sector in Portugal, with particular attention being paid to the human resources situation and the working and living conditions of the fisheries-dependent populations in the coastal areas. This is a particularly interesting case, since fisheries were once an important activity and they are now in deep recession, even though it is generally recognised that the future utilisation of maritime resources offer an immense potential. As part of the research, a Delphi exercise was implemented involving in two successive stages some of the leading actors and experts dealing with the sector in Portugal. Other initiatives were held in the context of the MARHE project providing direct and indirect inputs to the scenarios and recommendations that were put forward in the sequence of the Delphi exercise. Overall the activities described in the paper contributed to the mobilisation of major actors and to discussions that may have practical implication for the future of the sector, if certain conditions are now met in the follow up to the project.

1999
Kuhlmann, S, Boekholt P, Georghiou L, Guy K, Heraud J-A, Laredo P, Lemola T, Loveridge D, Luukkonen T, Moniz A, Polt W, Ri.  1999.  Improving Distributed Intelligence in Complex Innovation Systems, Jun. , Number 6426: University Library of Munich, Germany Abstract

Science and technology (S&T) are considered to be a central source, or at least a basic medium, of societal and industrial innovation, while innovation is conceived to basically feed the regeneration of our welfare. The suppliers of S&T in Europe as well as the users of their „products“, are confronted with a number of challenges today. We want to stress here that it was not the primary goal of our Advanced Science & Technology Policy Planning (ASTPP) Network to come up with proposals how the strategic character of European S&T policies could be strengthened. The ASTPP-network instead focuses on one aspect: the provision of strategic intelligence necessary to identify and develop strategic choices. The underlying hypothesis is that the existing body of experiences with technology foresight, technology assessment and S/T policy evaluation provides a basis for the development of an advanced S&T policy „planning“ approach by trying to enhance, interlink or even integrate the growing, but still dispersed experience in these three areas of intelligence. By „intelligent“ we mean that the inter-relatedness of S&T, industrial efforts, societal needs and political interventions becomes more transparent so that interactive collaboration between them will be facilitated.

Kuhlmann, S, Boekholt P, Georghiou L, Guy K, Heraud J-A, Laredo P, Lemola T, Loveridge D, Luukkonen T, Moniz A, Polt W, Rip.  1999.  {Improving Distributed Intelligence in Complex Innovation Systems}, Jun. , Number 6426: University Library of Munich, Germany Abstract

Science and technology (S&T) are considered to be a central source, or at least a basic medium, of societal and industrial innovation, while innovation is conceived to basically feed the regeneration of our welfare. The suppliers of S&T in Europe as well as the users of their „products“, are confronted with a number of challenges today. We want to stress here that it was not the primary goal of our Advanced Science & Technology Policy Planning (ASTPP) Network to come up with proposals how the strategic character of European S&T policies could be strengthened. The ASTPP-network instead focuses on one aspect: the provision of strategic intelligence necessary to identify and develop strategic choices. The underlying hypothesis is that the existing body of experiences with technology foresight, technology assessment and S/T policy evaluation provides a basis for the development of an advanced S&T policy „planning“ approach by trying to enhance, interlink or even integrate the growing, but still dispersed experience in these three areas of intelligence. By „intelligent“ we mean that the inter-relatedness of S&T, industrial efforts, societal needs and political interventions becomes more transparent so that interactive collaboration between them will be facilitated.