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2005
Moniz, A.  2005.  Methods for Scenario-building: it’s importance for policy analysis, Sep. , Number 7893: University Library of Munich, Germany Abstract

A scenario is a policy analysis tool that describes a possible set of future conditions. The most useful scenarios (for corporations, for policy decision makers) are those that display the conditions of important variables over time. In this approach, the quantitative underpinning enriches the narrative evolution of conditions or evolution of the variables; narratives describe the important events and developments that shape the variables. In terms of innovative methods for policy analysis, the foresight and scenario building methods can be an interesting reference for social sciences. Some examples of these exercises will be present in this paper, either related to vision in science and technology developments, social and technological futures, or related to aggregated indicators on human development. Two cases (Japan and Germany) are held on behalf the ministries of science and education (respectively, MEXT and BMBF), and another with the support of United Nations.

Moniz, A.  2005.  {Methods for Scenario-building: it’s importance for policy analysis}, Sep. , Number 7893: University Library of Munich, Germany Abstract

A scenario is a policy analysis tool that describes a possible set of future conditions. The most useful scenarios (for corporations, for policy decision makers) are those that display the conditions of important variables over time. In this approach, the quantitative underpinning enriches the narrative evolution of conditions or evolution of the variables; narratives describe the important events and developments that shape the variables. In terms of innovative methods for policy analysis, the foresight and scenario building methods can be an interesting reference for social sciences. Some examples of these exercises will be present in this paper, either related to vision in science and technology developments, social and technological futures, or related to aggregated indicators on human development. Two cases (Japan and Germany) are held on behalf the ministries of science and education (respectively, MEXT and BMBF), and another with the support of United Nations.

Moniz, A.  2005.  Redesigning work organizations and technologies: experiences from European projects, Oct. , Number 6170: University Library of Munich, Germany Abstract

Currently distributed business process (re) design (resulting in components of business networks) basically relies on technical criteria. And that are the main purposes of most research projects supported by EC. Through the process of building a European Research Area, this means a strong influence in the national research programmes. However it is generally accepted that it should also take into account social criteria and aspects such as the quality of working life, or participation in decision processes. Those were some of the objectives of projects in de 80s decade, and framed some of the main concepts and scientific approaches to work organisation. The democratic participation of network and organisations members in the design process is a critical success factor. This is not accepted by everyone, but is based in sufficient case studies. Nevertheless, in order to achieve an optimization that can satisfying the requirements of agility of a network of enterprises, more complex design methods must be developed. Thus, the support to the collaborative design of distributed work in a network of enterprises, through a concurrent approaching business processes, work organisation and task content is a key factor to achieve such purposes. Increasing needs in terms of amounts of information, agility, and support for collaboration without time and space constrains, imposes the use of a computer-based model.

Moniz, A.  2005.  {Redesigning work organizations and technologies: experiences from European projects}, Oct. , Number 6170: University Library of Munich, Germany Abstract

Currently distributed business process (re) design (resulting in components of business networks) basically relies on technical criteria. And that are the main purposes of most research projects supported by EC. Through the process of building a European Research Area, this means a strong influence in the national research programmes. However it is generally accepted that it should also take into account social criteria and aspects such as the quality of working life, or participation in decision processes. Those were some of the objectives of projects in de 80s decade, and framed some of the main concepts and scientific approaches to work organisation. The democratic participation of network and organisations members in the design process is a critical success factor. This is not accepted by everyone, but is based in sufficient case studies. Nevertheless, in order to achieve an optimization that can satisfying the requirements of agility of a network of enterprises, more complex design methods must be developed. Thus, the support to the collaborative design of distributed work in a network of enterprises, through a concurrent approaching business processes, work organisation and task content is a key factor to achieve such purposes. Increasing needs in terms of amounts of information, agility, and support for collaboration without time and space constrains, imposes the use of a computer-based model.

Moniz, A, Leal RP.  2005.  Editorial Note, November. Enterprise and Work Innovation Studies. 1:7., Number 1 AbstractWebsite

No abstract is available for this item.

Urze, P, Barroso S, Moniz AB.  2005.  Practices and trends of telework in the Portuguese industry: the results of surveys in the textile, metal and software sectors, November. Enterprise and Work Innovation Studies. 1:93-108., Number 1 AbstractWebsite

The aim of the TeleRisk Project on labour relations and professional risks within the context of teleworking in Portugal – supported by IDICT – Institute for Development and Inspection of Working Conditions (Ministry of Labour), is to study the practices and forms of teleworking in the manufacturing sectors in Portugal. The project chose also the software industry as a reference sector, even though it does not intend to exclude from the study any other sector of activity or the so-called “hybrid” forms of work. However, the latter must have some of the characteristics of telework. The project thus takes into account the so-called “traditional” sectors of activity, namely textile and machinery and metal engineering (machinery and equipment), not usually associated to this type of work. However, telework could include, in the so-called “traditional” sectors, other variations that are not found in technologically based sectors. One of the evaluation methods for the dynamics associated to telework consisted in carrying out surveys by means of questionnaires, aimed at employers in the sectors analysed. This paper presents some of the results of those surveys. It is important to mention that, being a preliminary analysis, it means that it does not pretend to have exhausted all the issues in the survey, but has meant that it shows the bigger tendencies, in terms of teleworking practices, of the Portuguese industry.

Moniz, A, Leal RP.  2005.  {Editorial Note}, November. Enterprise and Work Innovation Studies. 1:7., Number 1 AbstractWebsite

No abstract is available for this item.

Urze, P, Barroso S, Moniz AB.  2005.  {Practices and trends of telework in the Portuguese industry: the results of surveys in the textile, metal and software sectors}, November. Enterprise and Work Innovation Studies. 1:93-108., Number 1 AbstractWebsite

The aim of the TeleRisk Project on labour relations and professional risks within the context of teleworking in Portugal – supported by IDICT – Institute for Development and Inspection of Working Conditions (Ministry of Labour), is to study the practices and forms of teleworking in the manufacturing sectors in Portugal. The project chose also the software industry as a reference sector, even though it does not intend to exclude from the study any other sector of activity or the so-called “hybrid” forms of work. However, the latter must have some of the characteristics of telework. The project thus takes into account the so-called “traditional” sectors of activity, namely textile and machinery and metal engineering (machinery and equipment), not usually associated to this type of work. However, telework could include, in the so-called “traditional” sectors, other variations that are not found in technologically based sectors. One of the evaluation methods for the dynamics associated to telework consisted in carrying out surveys by means of questionnaires, aimed at employers in the sectors analysed. This paper presents some of the results of those surveys. It is important to mention that, being a preliminary analysis, it means that it does not pretend to have exhausted all the issues in the survey, but has meant that it shows the bigger tendencies, in terms of teleworking practices, of the Portuguese industry.

Sampaio, J, Moniz A.  2005.  Mapeamento De Indicadores de Qualifica{\c c}ão e de Competência Profissional Num Sistema Complexo De Trabalho. O Caso Dos Servi{\c c}os De Controlo De Tráfego Aéreo[Mapping of Qualification and Profes, Nov. , Number 6415: University Library of Munich, Germany Abstract

Flexibilisation and complexification of working places, due to the information technologies, requires an holistic approach to the labour reality, in an integrative and wide perspective of different scenarios and operational contexts. Such new changes implies the development of new personal and professional features that are beyond the restrict frame of the autonomous, discrete and specialised work. The knowledge needed for the work in organisations can be searched in the working processes modelling. And that can be a constructive basis of a “knowledge map”. Thus, are described the activities of different working processes, and that induces the emergence of a group of informations (indicators) necessary to the construction of each competence that supports the execution of those processes. This action even allows the existence of possible gaps in the strategies of long-life education and training. They assume more and more a critical support to the need of updating and maintenance of professional competences. How to identify and operationalise the professional competences in a working complex system is one of the main issues in this paper. The case study presented in this paper is refered to the air traffic control and it presents the methodology used for the identification and validation of a group of structuring professional competencies that are evident in a complex working system.

Sampaio, J, Moniz A.  2005.  {Mapeamento De Indicadores de Qualificação e de Competência Profissional Num Sistema Complexo De Trabalho. O Caso Dos Serviços De Controlo De Tráfego Aéreo[Mapping of Qualification and Professional}, Nov. , Number 6415: University Library of Munich, Germany Abstract

Flexibilisation and complexification of working places, due to the information technologies, requires an holistic approach to the labour reality, in an integrative and wide perspective of different scenarios and operational contexts. Such new changes implies the development of new personal and professional features that are beyond the restrict frame of the autonomous, discrete and specialised work. The knowledge needed for the work in organisations can be searched in the working processes modelling. And that can be a constructive basis of a “knowledge map”. Thus, are described the activities of different working processes, and that induces the emergence of a group of informations (indicators) necessary to the construction of each competence that supports the execution of those processes. This action even allows the existence of possible gaps in the strategies of long-life education and training. They assume more and more a critical support to the need of updating and maintenance of professional competences. How to identify and operationalise the professional competences in a working complex system is one of the main issues in this paper. The case study presented in this paper is refered to the air traffic control and it presents the methodology used for the identification and validation of a group of structuring professional competencies that are evident in a complex working system.

Machado, T, Moniz A.  2005.  Models and Practices in the Motor Vehicle Industry – contrasting cases from the Portuguese experience, Jun. , Number 6171: University Library of Munich, Germany Abstract

This paper presents and discusses two case studies in the Portuguese motor vehicle industry – Salvador Caetano’s Ovar Industrial Division (SCOID), a ‘Brownfield site’ with minority Toyota ownership; and Autoeuropa, a ‘Greenfield site’ wholly owned by Volkswagen. Basically, it considers the scope for the meaningful application of ‘Japanese’ organisational methods in these contexts, focusing on the human factor – i.e. as close as possible to the actors on the shop floor. After providing some insights into the Portuguese automotive industry, it profiles both SCOID and Autoeuropa and assesses each of their methods of work, within this balance of commitment between global and local. The main findings reveal the lag that can exist between theoretical models (namely those following a geographical criteria) and the actual practice carried out by manufacturers when tested outside their point of geographical origin.

Machado, T, Moniz A.  2005.  {Models and Practices in the Motor Vehicle Industry – contrasting cases from the Portuguese experience}, Jun. , Number 6171: University Library of Munich, Germany Abstract

This paper presents and discusses two case studies in the Portuguese motor vehicle industry – Salvador Caetano’s Ovar Industrial Division (SCOID), a ‘Brownfield site’ with minority Toyota ownership; and Autoeuropa, a ‘Greenfield site’ wholly owned by Volkswagen. Basically, it considers the scope for the meaningful application of ‘Japanese’ organisational methods in these contexts, focusing on the human factor – i.e. as close as possible to the actors on the shop floor. After providing some insights into the Portuguese automotive industry, it profiles both SCOID and Autoeuropa and assesses each of their methods of work, within this balance of commitment between global and local. The main findings reveal the lag that can exist between theoretical models (namely those following a geographical criteria) and the actual practice carried out by manufacturers when tested outside their point of geographical origin.

2004
Moniz, A.  2004.  Discussão de temas de cenariza{\c c}ão para a indústria automóvel para aplica{\c c}ão do método Delphi em Portugal[Discussion of scenario topics for the automotive industry to apply a Delphi method, Jun. , Number 5933: University Library of Munich, Germany Abstract

As was recently published in the GERPISA newsletter, one of the aims of the research for the new years will be the knowledge of interactions between the organisational company dynamics and the social-economical models of development. If one takes the example of the German exercise in the framework of FUTUR programme, one of the main thematic groups that emerged from the first discussions was preciselly “Mobility: individually atractive and socially sustainable”. Also the IMVP programme at MIT is taking these questions on the “visions for a sustainable future” theme. In the same way the WorTiS Project analysed several scenario topics on the issue of mobility and automotive industry. Those scenario topics are explained and justified in this research paper.

Moniz, A.  2004.  {Discussão de temas de cenarização para a indústria automóvel para aplicação do método Delphi em Portugal[Discussion of scenario topics for the automotive industry to apply a Delphi method in Portu}, Jun. , Number 5933: University Library of Munich, Germany Abstract

As was recently published in the GERPISA newsletter, one of the aims of the research for the new years will be the knowledge of interactions between the organisational company dynamics and the social-economical models of development. If one takes the example of the German exercise in the framework of FUTUR programme, one of the main thematic groups that emerged from the first discussions was preciselly “Mobility: individually atractive and socially sustainable”. Also the IMVP programme at MIT is taking these questions on the “visions for a sustainable future” theme. In the same way the WorTiS Project analysed several scenario topics on the issue of mobility and automotive industry. Those scenario topics are explained and justified in this research paper.

Moniz, A.  2004.  Elementos para o estudo de um caso de sucesso na montagem automóvel em Portugal: a Opel Portugal[Elements for the study of a success case in automobile assembly: the Opel Portugal]. , Number 5938: University Library of Munich, Germany Abstract

The interest to study this factory of GM group in Portugal is due to the facto of being one of the oldest assembly lines of the automotive sector still operating in Portugal (it was founded in 1963). Besides that, it went recently across a very intensive technological change, and then would be interesting to know the organisation of work model chose. The Opel factory occupies at the moment the former one that belonged to Ford Lusitana. There it has being under production some modules that feed the assembly line on JIT and in sequence. Although there were severe difficulties to implement the case study at Opel, this report could be done using secondary information and several interviews at the factory and initial visits. This Opel factory was recently closed down in the frame of a GM European strategy for re-structuring.

Moniz, A.  2004.  Resultados provisórios do exerc{\'ıcio Delphi WorTiS (1ª fase)[Provisional results of the 1st round of Delphi WorTiS exercise]. , Number 5936: University Library of Munich, Germany Abstract

In this working paper are present the main provisional results of the first round of a Delphi survey held in Portugal on the automotive sector. It was done under the WorTiS project, developed by IET – Research Centre on Enterprise and Work Innovation, and financed by the Portuguese Ministry of Science and Technology. The majority of experts consider to have an average of less knowledge in almost all the scenario topics presented. Nevertheless, we considered specially the topics where the experts considered themselves to have some knowledge. There were no “irrelevant” topics considered as such by the expert panel. There are also no topics that is not considered a need for co-operation (that happens in jus tone case). The lack of technological infra-structrures was not considered as an hindered factor for the accomplishement of any scenario. The experts panel considered no other international competence besides US, Japan or Germany in these topics. Although the members of the expert panel were not as many as needed, These situations will be taken into consideration for a second round of the Delphi survey

Moniz, A.  2004.  {Elementos para o estudo de um caso de sucesso na montagem automóvel em Portugal: a Opel Portugal[Elements for the study of a success case in automobile assembly: the Opel Portugal]}. , Number 5938: University Library of Munich, Germany Abstract

The interest to study this factory of GM group in Portugal is due to the facto of being one of the oldest assembly lines of the automotive sector still operating in Portugal (it was founded in 1963). Besides that, it went recently across a very intensive technological change, and then would be interesting to know the organisation of work model chose. The Opel factory occupies at the moment the former one that belonged to Ford Lusitana. There it has being under production some modules that feed the assembly line on JIT and in sequence. Although there were severe difficulties to implement the case study at Opel, this report could be done using secondary information and several interviews at the factory and initial visits. This Opel factory was recently closed down in the frame of a GM European strategy for re-structuring.

Moniz, A.  2004.  {Resultados provisórios do exercício Delphi WorTiS (1ª fase)[Provisional results of the 1st round of Delphi WorTiS exercise]}. , Number 5936: University Library of Munich, Germany Abstract

In this working paper are present the main provisional results of the first round of a Delphi survey held in Portugal on the automotive sector. It was done under the WorTiS project, developed by IET – Research Centre on Enterprise and Work Innovation, and financed by the Portuguese Ministry of Science and Technology. The majority of experts consider to have an average of less knowledge in almost all the scenario topics presented. Nevertheless, we considered specially the topics where the experts considered themselves to have some knowledge. There were no “irrelevant” topics considered as such by the expert panel. There are also no topics that is not considered a need for co-operation (that happens in jus tone case). The lack of technological infra-structrures was not considered as an hindered factor for the accomplishement of any scenario. The experts panel considered no other international competence besides US, Japan or Germany in these topics. Although the members of the expert panel were not as many as needed, These situations will be taken into consideration for a second round of the Delphi survey

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.

Machado, T, Moniz A.  2003.  Assembling Toyota in Portugal, Jun. , Number 5881: University Library of Munich, Germany Abstract

A lot has been written over the last decade with regard to Toyota and the productive model associated to it (toyota-ism). And more specifically concerning the "(…) best-seller that changed the... sociological world" (Castillo, 1998: 31). But the case of Salvador Caetano’s Ovar Industrial Division (OID), that assembles Toyota light commercial vehicles in Portugal, allows us to put forward a sub-hypothesis that fits into the analysis schema proposed in the First GERPISA International Program – "In short, GERPISA members considered that the plurality of models was much a plausible hypothesis deserving testing as that of the diffusion of a unique model (…)" (Boyer, Freyssenet, 2001: 42). So we add: and within Toyota itself, is it not true that different productive models co-exist – especially when delocalised – depending, amongst other factors, on the degree of Toyota participation – in terms of capital and technology transfer – in the local company (strong or weak) and on the markets to be reached (internal or external)? If so, what work system can we expect to find in a plant that presents such peculiar characteristics as this one?

Machado, T, Moniz A.  2003.  {Assembling Toyota in Portugal}, Jun. , Number 5881: University Library of Munich, Germany Abstract

A lot has been written over the last decade with regard to Toyota and the productive model associated to it (toyota-ism). And more specifically concerning the "(…) best-seller that changed the... sociological world" (Castillo, 1998: 31). But the case of Salvador Caetano’s Ovar Industrial Division (OID), that assembles Toyota light commercial vehicles in Portugal, allows us to put forward a sub-hypothesis that fits into the analysis schema proposed in the First GERPISA International Program – "In short, GERPISA members considered that the plurality of models was much a plausible hypothesis deserving testing as that of the diffusion of a unique model (…)" (Boyer, Freyssenet, 2001: 42). So we add: and within Toyota itself, is it not true that different productive models co-exist – especially when delocalised – depending, amongst other factors, on the degree of Toyota participation – in terms of capital and technology transfer – in the local company (strong or weak) and on the markets to be reached (internal or external)? If so, what work system can we expect to find in a plant that presents such peculiar characteristics as this one?

Urze, P, Moniz A, Barroso S.  2003.  Practices and trends of telework in the Portuguese industry: the results of surveys in the textile, metal and software sectors. , Number 5628: University Library of Munich, Germany Abstract

The aim of the TeleRisk Project on labour relations and professional risks within the context of teleworking in Portugal – supported by IDICT – Institute for Development and Inspection of Working Conditions (Ministry of Labour), is to study the practices and forms of teleworking in the manufacturing sectors in Portugal. The project chose also the software industry as a reference sector, even though it does not intend to exclude from the study any other sector of activity or the so-called “hybrid” forms of work. However, the latter must have some of the characteristics of telework. The project thus takes into account the so-called “traditional” sectors of activity, namely textile and machinery and metal engineering (machinery and equipment), not usually associated to this type of work. However, telework could include, in the so-called “traditional” sectors, other variations that are not found in technologically based sectors. One of the evaluation methods for the dynamics associated to telework consisted in carrying out surveys by means of questionnaires, aimed at employers in the sectors analysed. This paper presents some of the results of those surveys. It is important to mention that, being a preliminary analysis, it means that it does not pretend to have exhausted all the issues in the survey, but has meant that it shows the bigger tendencies, in terms of teleworking practices, of the Portuguese industry.

Urze, P, Moniz A, Barroso S.  2003.  {Practices and trends of telework in the Portuguese industry: the results of surveys in the textile, metal and software sectors}. , Number 5628: University Library of Munich, Germany Abstract

The aim of the TeleRisk Project on labour relations and professional risks within the context of teleworking in Portugal – supported by IDICT – Institute for Development and Inspection of Working Conditions (Ministry of Labour), is to study the practices and forms of teleworking in the manufacturing sectors in Portugal. The project chose also the software industry as a reference sector, even though it does not intend to exclude from the study any other sector of activity or the so-called “hybrid” forms of work. However, the latter must have some of the characteristics of telework. The project thus takes into account the so-called “traditional” sectors of activity, namely textile and machinery and metal engineering (machinery and equipment), not usually associated to this type of work. However, telework could include, in the so-called “traditional” sectors, other variations that are not found in technologically based sectors. One of the evaluation methods for the dynamics associated to telework consisted in carrying out surveys by means of questionnaires, aimed at employers in the sectors analysed. This paper presents some of the results of those surveys. It is important to mention that, being a preliminary analysis, it means that it does not pretend to have exhausted all the issues in the survey, but has meant that it shows the bigger tendencies, in terms of teleworking practices, of the Portuguese industry.

2002
Moniz, AB.  2002.  A contribui{\c c}ão da Sociologia para a forma{\c c}ão em Engenharia[Contribution of sociology to the engineering training], May. , Number 8103: University Library of Munich, Germany Abstract

This article is based on the lesson presented in the scope of academy activities in the area of Sociology (at FCT-UNL). It is intended to approach the controversies concerning the relation between technology and society (technological determinism, effect on employment, importance of the social behaviours in the definition of needs for new products and equipment), and on the most recent trends (over all, since middle of the last century) in terms of technological evolution and of its social and cultural change. Finally, this subject was dedicated to the presentation of the main factors that has lead to the development of the contribution of sociology for the training and education in engineering. Thus, one intends to acquire new elements on this area of knowledge also presented in other schools of engineering of other countries (for examples, United States and Holland), and how the theoretical beddings are been developed since the beginning of 20th century on the modalities of work organization that imply a cooperation between engineering and social sciences.