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Moretto, S, Robinson D, Schippl J, Moniz AB.  2016.  Beyond Visions: Survey to the High-speed Train Industry. Transportation Research Procedia. 14:1839-1846. AbstractWebsite

In Europe, the technology development of high-speed trains is increasingly exposed to societal needs, driven by ICT advancements, external to traditional design. Together with the liberalisation of the rail markets and increase pressures from other transport modes leads to an unprecedented situation where planers, operators and suppliers of high-speed have to take decision in this complex and competitive environment.
In such broadening of elements influencing design and, thus, product development process, from the survey here to be presented, it was not observed technology options assessment or strategic agenda setting from visions shifting in the same way.
For the high-speed train industry this new trend requires going beyond the visions of the past 15 to 20 years’ practices of “sector endogenous” and structurally closed strategic methods approaches to a broader interaction with the widening of societal actors now capable of being active contributors to innovation from digitalization.
This way to understand the European industry readiness for undertaking such supra systemic challenge, this paper presents the results from a survey conducted by the authors to 74 representatives of the high-speed train innovation chain regarding to which extent societal embedding is considered in the drafting of their visions and technology development projects.
This work becomes even more pertinent if considered that the debate is now open in the railway industry (not exclusive to high-speed trains) as they are launching the joint initiative SHIFT2RAIL, revise ERRAC (the European Rail Research Advisory Council) mandate and enter in a new research cycle with the European research framework Horizon 2020.

Moretto, S, Moniz A, Robinson D.  2014.  The role of endogenous and exogenous FTA in the European High-Speed Railway Innovation System: CTA as the next step? 5th JRC “Future-oriented technology analysis" (FTA) conference. , Brussels: JRC Abstract
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Moretto, SM.  2011.  {Societal embedding in high-speed train technology development: dominant perspective from a case study}, November. Enterprise and Work Innovation Studies. 7:57-73., Number 7 AbstractWebsite

The present article posits constructive technology assessment as the dominant perspective of societal embedding practices in the technical development process by the high-speed train manufacturing industry, resulting from a research study conducted in 2011 (Moretto 2011). The article covers the main elements of the study, being the high-speed train manufacturing industry’s strategic intelligence, technology pattern, knowledge exchange, technology trajectories; and finally presents the arguments justifying constructive technology assessment as the dominant approach.

Moretto, S, Robinson D, Schippl J, Moniz AB.  2016.  Beyond Visions: Survey to the High-speed Train Industry. 6th Transport Research Arena. :1839-1846. Abstract

In Europe, the technology development of high-speed trains is increasingly exposed to societal needs, driven by ICT advancements, external to traditional design. Together with the liberalisation of the rail markets and increase pressures from other transport modes leads to an unprecedented situation where planers, operators and suppliers of high-speed have to take decision in this complex and competitive environment.
In such broadening of elements influencing design and, thus, product development process, from the survey here to be presented, it was not observed technology options assessment or strategic agenda setting from visions shifting in the same way.
For the high-speed train industry this new trend requires going beyond the visions of the past 15 to 20 years’ practices of “sector endogenous” and structurally closed strategic methods approaches to a broader interaction with the widening of societal actors now capable of being active contributors to innovation from digitalization.
This way to understand the European industry readiness for undertaking such supra systemic challenge, this paper presents the results from a survey conducted by the authors to 74 representatives of the high-speed train innovation chain regarding to which extent societal embedding is considered in the drafting of their visions and technology development projects.
This work becomes even more pertinent if considered that the debate is now open in the railway industry (not exclusive to high-speed trains) as they are launching the joint initiative SHIFT2RAIL, revise ERRAC (the European Rail Research Advisory Council) mandate and enter in a new research cycle with the European research framework Horizon 2020.

Moniz, AB, Paulos MR.  2008.  {The globalisation in the clothing sector and its implications for work organisation: a view from the Portuguese case}, Jun. , Number 05/2008: Universidade Nova de Lisboa, IET/CICS.NOVA-Interdisciplinary Centre on Social Sciences, Faculty of Science and Technology Abstract

The clothing sector in Portugal is still seen, in many aspects as a traditional sector with some average characteristics, such as: low level of qualifications, less flexible labour legislation and stronger unionisation, very low salaries and low capability of investment in innovation and new technology. Is, nevertheless, a very important sector in terms of labour market, with increased weight in the exporting structure. Globalisation and delocalisation are having a strong impact in the organisation of work and in occupational careers in the sector. With the pressure of global competitiveness in what concerns time and prices, very few companies are able to keep a position in the market without changes in organisation of work and workers. And those that can perform good responses to such challenges are achieving a better economical stability. The companies have found different ways to face this reality according to size, capital and position. We could find two main paths: one where companies outsource a part or the entire production to another territory (for example, several manufacturing tasks), close and/or dismissal the workers. Other path, where companies up skilled their capacities investing, for example, in design, workers training, conception and introduction of new or original products. This paper will present some results from the European project WORKS – Work organisation and restructuring in the knowledge society (6th Framework Programme), focusing the Portuguese case studies in several clothing companies in what concern implications of global context for the companies in general and for the workers in particular, in a comparative analysis with some other European countries.

Moniz, AB.  2009.  Synthesis about a collaborative project on “Technology Assessment of Autonomous Systems”, November. Enterprise and Work Innovation Studies. 5:83-91., Number 5 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, A, Leal RP.  2005.  {Editorial Note}, November. Enterprise and Work Innovation Studies. 1:7., Number 1 AbstractWebsite

No abstract is available for this item.

Moniz, AB, Woll T.  2007.  Main features of the labour policy in Portugal, Dec. , Number 02/2007: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology Abstract

In this working paper is presented information on the Portuguese labour market developed with the support of the European project WORKS-“Work organisation and restructuring in the knowledge society”. Is still a on the process article and thus commentaries are welcome. The structure is based on the following topics: a) The employment policy (Time regimes - time use, flexibility, part-time work, work-life balance -, and the work contracts regimes – wages, contract types, diversity); b) Education and training (skilling outcomes, rules on retraining and further training, employability schemes, transferability of skills); c) Equal opportunities (relevance of equal opportunity regulation for restructuring outcomes, the role of gender and age regulation); d) Restructuring effects (policy on transfer of personnel, policy on redundancies, and participation or voice in restructuring).

Moniz, A, Krings B, Van Hootegem G, Huys R.  2001.  {Technological practices in the European auto industry: Exploring cases from Belgium, Germany and Portugal}. , Number 5659: University Library of Munich, Germany Abstract

The relation between work organisation and technological practices in auto industry is analysed in this article. The concept of “technological practice” in this sector is used to describe the specific ways of embedding information and communication technology applications into the organizational forms and cultural patterns. This concept was developed with the Sowing project (TSER, DG XII) and that approach included either the shop floor co-operation up to the regionally based networks of companies and supporting institutions. The authors studied different sectors in the automotive firms of different European countries (Germany, Belgium and Portugal): shopfloor and production lines, design and management and the local inter-relationships. It was underlined some evidencies of the different alternatives in terms of technological practices for the same sector. Much of the litterature try to disseminate an idea of a single (and optimum) organisational model for the same type of product. And here, even with the same type of technology, and of product (medium-high range), one can find different models, different cultures, different ways of organising the industrial structure (firms, regional institutions, R&D centres) in the same sector (auto industry).

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, Oliveira P, Bento S.  1996.  Hibrida{\c c}ão de um sistema flex{\'ıvel de produ{\c c}ão: possibilidades de aplica{\c c}ão do conceito de antropocentrismo[Hybridation of a flexible production system: possibilities for an application of t, Feb. , Number 7193: University Library of Munich, Germany Abstract

Today one can understand the wider use of the anthropocentrism concept applied to the production architectures, emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. Having a flexible production and assembly system architecture that exists at UNINOVA-CRI, we will try to develop some exploratory hypothesis on the applicability of the hybridizing concept and its repercussions in the definition of working places, in their organization and formation of working teams. We will underline some aspects that should be taken into consideration when are design such systems, including some ergonomical aspects.

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.  2006.  {Competitividade no sector automóvel e formas inovadoras de gestão do emprego em Portugal[Competitivity in the Portuguese automotive sector and innovative forms of employment management]}, Sep. , Number 6970: University Library of Munich, Germany Abstract

If indicators of international competitivity of the Portuguese industry reveal very strong weaknesses in the field of education and vocational training, the achievement of a solution is not based only (and should not!) in a decisive increase of investment and support in the education and training system. It seem not logical to think in that way, once normally when one tries to solve a problem that is done in the context of that same problem. Eventually there are other strategies. Which are, then, the fields where is necessary to orient the investiment to improve an industrial competitivity? To try to answer this question, we analise one of the sectors that have contributed the most for an improvement of the Portuguese economical performance, and for a true innovative process as in terms of industrial product, or in terms of manufacturing and distribution processes. Is the automotive sector where that happens, taken in its two most important sub-sectors: the one of automobile manufacturing and assembly, and the one of components manufacturing.

Moniz, AB.  2010.  Anthropocentric-based robotic and autonomous systems: assessment for new organisational options, Jul. , Number 07/2010: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology Abstract

Research activities at European level on the concept of new working environments offers considerable attention to the challenges of the increased competencies of people working together with automated technologies. Since the decade of 1980 the development of approaches for the humanization of work organization, and for the development of participative organizational options induced to new proposals related to the development of complex and integrated automated systems. From such parallel conceptual development emerged the concept of “anthropocentric robotic systems” and quickly it covered also other fields of automation. More recently, the debate also covers issues related to working perception of people dealing with autonomous systems (e.g. Autonomous robotics) in tasks related to production planning, to programming and to process control. In fact, today one can understand the wider use of the anthropocentrism concept of production architectures, when understanding the new quality of these systems. In this chapter the author analyses the evolution of these issues related to governance of ICT applied to manufacturing and industrial services in research programmes strengthening very much the ‘classical’ concept of anthropocentric-based systems. It is emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. While this would be a pre-condition to understand the human-robot communication needs, there is also a need to take into consideration the qualitative variables in the definition and design of robotic systems, jobs and production systems.

Moniz, AB.  2012.  {Avaliação participativa de tecnologia e sustentabilidade organizacional [Participative technology assessment and organisational sustainability]}, Apr. , Number 06/2012: Universidade Nova de Lisboa, IET/CICS.NOVA-Interdisciplinary Centre on Social Sciences, Faculty of Science and Technology Abstract

Technology Assessment (TA) considers the knowledge on (possible ou probable) technological effects in the processes of decision making and exploring potencial technological risks with secondary effects. Besides that, it is a scientific process with the aim of contributing the public and political opinion formation relative to social aspects of science and technology. That formation is done in an interactive and communicational mode. It overtakes the legitimacy and technology conflicts problems. TA is dealing with a political process either it is related with a parliamentary level decision on the introduction or limitation of new technologies, or at the level of participative processes of entities interested in the labour sphere. In this study, it is concluded that the TA processes at the level of organization of work can aim to fulfill higher levels of productivity and performance of installed equipment, or even to increase the quality of the product or the production process. That does not mean necessarily increases in income of workers and employees. That is why the participation of these actors is also so fundamental to this process.

Moniz, A, Woll T.  2007.  Main features of the labour policy in Portugal, Nov. , Number 6967: University Library of Munich, Germany Abstract

In this working paper is presented information on the Portuguese labour market developed with the support of the European project WORKS-“Work organisation and restructuring in the knowledge society”. Is still a on the process article and thus commentaries are welcome. The structure is based on the following topics: a) The employment policy (Time regimes - time use, flexibility, part-time work, work-life balance -, and the work contracts regimes – wages, contract types, diversity); b) Education and training (skilling outcomes, rules on retraining and further training, employability schemes, transferability of skills); c) Equal opportunities (relevance of equal opportunity regulation for restructuring outcomes, the role of gender and age regulation); d) Restructuring effects (policy on transfer of personnel, policy on redundancies, and participation or voice in restructuring).

Moniz, A, Woll T.  2007.  {Main features of the labour policy in Portugal}. , Number 6967: University Library of Munich, Germany Abstract

In this working paper is presented information on the Portuguese labour market developed with the support of the European project WORKS-“Work organisation and restructuring in the knowledge society”. Is still a on the process article and thus commentaries are welcome. The structure is based on the following topics: a) The employment policy (Time regimes - time use, flexibility, part-time work, work-life balance -, and the work contracts regimes – wages, contract types, diversity); b) Education and training (skilling outcomes, rules on retraining and further training, employability schemes, transferability of skills); c) Equal opportunities (relevance of equal opportunity regulation for restructuring outcomes, the role of gender and age regulation); d) Restructuring effects (policy on transfer of personnel, policy on redundancies, and participation or voice in restructuring).

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.  1998.  Fisheries Management: A new Challenge to Sociology, Oct. , Number 6888: University Library of Munich, Germany Abstract

As a Norwegian sociologist pointed out recently at the Encontro Internacional de Vilamoura on Fishing, “the fisheries management is the management of people, not fish" This statement may surprise many specialists, but it puts once again a series of questions and problems in their true place: society, social relationships, individuals. It is necessary to adopt a new attitude, a new type of intervention, a new vision, which may mean “community management”, a system of co-management, new models of business organisation and consumer behaviour. Towards this end, sociology can and should contribute with its analytical instruments, with its set of scientific reflections and controversies, to the enrichment of the knowledge about a complex reality in profound change, such as that of the socio-economic fisheries system.

Moniz, A, Kovács I.  2000.  {Conditions Of Inter-Firm Co-Operation In A Virtual Enterprise Concept : The Case Of Automotive Sector In Portugal}. , Number 5658: University Library of Munich, Germany Abstract

One can assist to significant changes in the organisation of manufacturing systems during the last years. Lean production, network enterprise or the virtual enterprises are reference concepts of the re-organisation of manufacturing systems. Some authors mention a new enterprise paradigm, of generalisation of intelligent manufacture, organised in networks and assisted by information and communication technologies. The first part of the paper develops a critical approach to the illusion connected to these concepts, calling the attention to the diversity of the type of relationships among firms. If virtual enterprises (VE) are networks of firms with intensive usage of ICT, one can verify a predominance of a technicist perspective. This one considers that the development of VEs is a technological problem, of development and management of information systems, and of entrepreneurial share of different databases. Sociology can be useful, even fundamental in an anthropocentric approach. The last part of the paper is on the Portuguese situation in the automobile sector, approaching the types of entrepreneurial organisation.

Moniz, A.  2001.  {A cooperação entre equipas de trabalho em empresas em rede: vantagens para o desenvolvimento regional[Workteam Co-operation in Networked Companies: regional development advantages]}. , Number 5920: University Library of Munich, Germany Abstract

Working teams in enterprise environment are considered as the most advanced forms of work organisation. This means the forms that can improve productivity quality of working life. Nevertheless, it prevails a slow development and dissemination of these advanced organisational forms in European companies. The reason for that lays in a complex linkage factors from social values to the economical pressures. But other factors are also related to the national systems of education training, to the different systems of industrial relations and technology policy.

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, Casaca S, Bairrada M, Moreno C.  2000.  {I&D, inovação e fomento de emprego: ideias chave de uma relação[R&D, innovation and job creation: key-ideas of a relation]}, Sep. , Number 9667: University Library of Munich, Germany Abstract

The increasing degree of inter-dependency and integration of economy at a global scale motivated the globalization of scientific and technological knowledge from manufacturing, to the marketing and the strategic management of companies that act as protagonists of these processes. Globalization of markets is inter-connected with intensive incorporation of knowledge in economy. In this sense the continuous evolution of the manufacturing industry structure for an increased high intensity technology elements, namely information and communication technologies, implies that these industrial sub-sectors are conditioning the global performance of economy, the productivity gains and as a consequence the levels of economical and employment growth. This study on “R&D, Innovation and Employment Creation” for the Portuguese Observatory of Employment and Vocational Training (IEFP-MQE) is updating information on the articulation between Job creation, innovation, technology, and R&D. A diagnosis of the state of national S&T research and of processes of technological and organizational innovation was made, as well of the interfacing structures between the knowledge sector and the economical activities. Were made 12 case studies at companies with some innovation activities, interviews to unionists and to Professional associations, and public offices. Was made also a survey to a selected sample of technological infrastructures.

Moniz, AB, Paulos MR.  2008.  Futures of automobile industry and challenges on sustainable development and mobility, Apr. , Number 04/2008: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology Abstract

Portugal had only very few foresight exercises on the automobile sector, and the most recent one was a survey held in a project on work organisation systems in the automobile industry, its recent historical paths and the special strategies of location of companies (the WorTiS project). This involved several teams with different disciplinary backgrounds and from two Portuguese universities. The provisional main results of the first round of a Delphi survey held in Portugal on the automotive sector were already published, but a further analysis was not yet done. This foresight survey was done under the WorTiS project, developed in 2004 by IET – Research Centre on Enterprise and Work Innovation (at FCT-UNL), and financed by the Portuguese Ministry of Science and Technology. Some of this experience on foresight analysis is also been transferred to other projects, namely the WORKS project on work organisation restructuring in the knowledge society that received the support from EC and still is running. The majority of experts considered having an average of less knowledge in almost all the scenario topics presented. This means that information on the automotive industry is not spread enough among academics or experts in related fields (regional scientists, innovation economists, engineers, sociologists). Some have a good knowledge but in very specialised fields. Others have expertise on foresight, or macroeconomics, or management sciences, but feel insecure on issues related with futures of automobile sector. 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 are not considered a need for co-operation. The lack of technological infrastructures was not considered as a hindered factor for the accomplishment of any scenario. The experts’ panel considered no other international competence besides US, Jap

Moniz, AB.  2009.  {Synthesis about a collaborative project on “Technology Assessment of Autonomous Systems”}, November. Enterprise and Work Innovation Studies. 5:83-91., Number 5 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).