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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, 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.

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. 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.

Moniz, AB.  2013.  {Robots and humans as co-workers? The human-centred perspective of work with autonomous systems}, Mar , Number 03/2013: Universidade Nova de Lisboa, IET/CICS.NOVA-Interdisciplinary Centre on Social Sciences, Faculty of Science and Technology Abstract

The design of work organisation systems with automated equipment is facing new challenges and the emergence of new concepts. The social aspects that are related with new concepts on the complex work environments (CWE) are becoming more relevant for that design. The work with autonomous systems implies options in the design of workplaces. Especially that happens in such complex environments. The concepts of “agents”, “co-working” or “human-centred technical systems” reveal new dimensions related to human-computer interaction (HCI). With an increase in the number and complexity of those human-technology interfaces, the capacities of human intervention can become limited, originating further problems. The case of robotics is used to exemplify the issues related with automation in working environments and the emergence of new HCI approaches that would include social implications. We conclude that studies on technology assessment of industrial robotics and autonomous agents on manufacturing environment should also focus on the human involvement strategies in organisations. A needed participatory strategy implies a new approach to workplaces design. This means that the research focus must be on the relation between technology and social dimensions not as separate entities, but integrated in the design of an interaction system.

Moniz, A, c}as JMC{\c.  2011.  Editorial Note, November. Enterprise and Work Innovation Studies. 7:7-8., Number 7 AbstractWebsite

No abstract is available for this item.

Moniz, A.  2015.  {Assessing Technologies: Global Patterns of Trust and Distrust. Report on one session at the XVIII World Congress of Sociology}. EconStor Open Access Articles. :119-121. AbstractWebsite

Technology assessment (TA) had never been treated as a relevant topic within the International Sociological Association (ISA) before. The first steps towards establishing this association were taken in 1948, at the initiative of the Social Science Department of UNESCO. Its formal foundation was in 1949. The World Congress of Sociology in Japan was hopefully the beginning of continuous integration of TA into the thematic sessions within the ISA.

Moniz, A, Paulos MR.  2008.  The globalisation in the clothing sector and its implications for work organisation: a view from the Portuguese case, Jul. , Number 10165: University Library of Munich, Germany 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, 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.  2000.  Work organisation in industry: Practices of use of IT in Portugal, Nov. , Number 5931: University Library of Munich, Germany Abstract

The innovation in the employment behaviour is particularly clear in what concerns the sector composition of the employment changes: the persistent decrease of the industrial employment (even if within a framework of some recovery of the industrial product), a slight expansion in the employment on the tertiary sector, and an important growth of the employment in the construction and public works activities. We can identify then a considerable sector mutation concerning the industrial and the services sectors but also a growth of the atypical forms of employment. Portugal continues not being able to respond to the labour market needs (improvement in the education sector is critical to the catch-up process). The Portuguese cases studied point out to organisational changes supported by ICT, but not determined/induced by it. For most of the changes that were recently developed, ICT had an important role. We didn’t found explicit technological determinism in the relation between ICT and social exclusion.

Moniz, AB, Okuwada K.  2016.  Technology Assessment in Japan and Europe. , Karlsruhe: KIT Scientific Publishing AbstractWebsite

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, 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, Paulos MR.  2008.  {The globalisation in the clothing sector and its implications for work organisation: a view from the Portuguese case}, Jul. , Number 10165: University Library of Munich, Germany 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, A, Cabeças JM.  2010.  {Editorial Note}, November. Enterprise and Work Innovation Studies. 6:7-8., Number 6 AbstractWebsite

No abstract is available for this item.

Moniz, A, Paulos MR.  2008.  Futures of automobile industry and challenges on sustainable development and mobility, May. , Number 9022: University Library of Munich, Germany 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.  2006.  Foresight methodologies to understand changes in the labour process. Experience from Portugal, November. Enterprise and Work Innovation Studies. 2:105-116., Number 2 AbstractWebsite

The foresight and scenario building methods can be an interesting reference for social sciences, especially in terms of innovative methods for labour process analysis. A scenario – as a central concept for the prospective analysis – can be considered as a rich and detailed portrait of a plausible future world. It can be a useful tool for policy-makers to grasp problems clearly and comprehensively, and to better pinpoint challenges as well as opportunities in an overall framework. The features of the foresight methods are being used in some labour policy making experiences. Case studies developed in Portugal will be presented, and some conclusions will be drawn in order to organise a set of principles for foresight analysis applied to the European project WORKS on the work organisation re-structuring in the knowledge society, and on the work design methods for new management structures of virtual organisations.

Moniz, A.  2001.  A coopera{\c c}ão 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.  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.  1993.  Trabalho Operário e Novas Tecnologias de Produ{\c c}ão: Alguns resultados de investiga{\c c}ões internacionais[Workers labour and new production technologies: some results from international research], Aug. , Number 7155: University Library of Munich, Germany Abstract

In the last two decades (70 and 80) there took place an intensive controversy in the field of Industrial and Work Sociology. There the topic of the study object of this scientific discipline is again discussed. This controversy, however, has a relatively different sense in comparison with the one that existed in early 60ies. The more recent one followed the increasing number of possibilities of electronical equipment for data processing at the same time its price is decreasing. In this article we try to give knowledge of the main elements that take part in such debate. It is also important to present the international character of the research developed in association with this discussion. It evolves a plurality of research teams that present, compare and synthesize the results of empirical studies that are applied for a wide variety of countries.

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, AB, Paulos MR.  2008.  {Futures of automobile industry and challenges on sustainable development and mobility}, May. , Number 9022: University Library of Munich, Germany 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, Japan or Ge

Moniz, AB.  2011.  {From the Lisbon strategy to EU2020: illusion or progress for european economies?}, Jan , Number 01/2011: Universidade Nova de Lisboa, IET/CICS.NOVA-Interdisciplinary Centre on Social Sciences, Faculty of Science and Technology Abstract

The majority of papers published in the last decades on European Union policy strongly stress the importance of the so-called Lisbon Strategy approved in the year 2000. The same applies to studies and reports on the shift of the European countries towards modernisation and restructuring policy in recent years. This EU development strategy defines a new direction for the coordination of national policies. But why has it become so important? One of the reasons is the fact that many of the papers are based on the concept of “knowledge society” as the key driver for an increased competitiveness of all political and economic regions of Europe. In this context, the term “knowledge” means the inter-linkage of education (including training, qualification, skills) and innovation (including research, information and communication). The use of the concept represents an important shift in the European strategy: further development would not only be based on investment in material infrastructures, but also more on the immaterial ground. However, this Lisbon Strategy was criticised by many politicians and opinion-makers in the first years of this century because the European structures were not prepared for such a quick change. At the same time, the focus for investment moved away from the traditional support of industrial sectors (manufacturing, agriculture and fisheries, construction) towards the “new economy” sectors. The vision of a knowledge society remained appealing also in a changing international context: the Middle East wars (Afghanistan, Iraq and Israel-Palestine) and the fast growth of the Chinese economy. However, the shadows of new recessions have strongly questioned the options made by the European Council. New challenges have emerged with the need to redefine collective strategies in terms of European development as set by the Lisbon strategy. “Europe 2020” is one more attempt to define a new strategy. But at present no clear path has been identified. Whether the

Moniz, A, Silva A, Woll T, Samapaio J.  2006.  {Procesos de globalización de las cadenas de valor en la industria de vestuario en Portugal: implicación en las estructuras de trabajo}, Nov. , Number 5629: University Library of Munich, Germany Abstract

Algunos de los fenómenos donde el concepto de “globalización” es aplicado incluyen la internacionalización de los mercados, la globalización de la cultura, el dominio político hegemónico del mundo por algunos estados poderosos, o grupos de estados, el poder creciente de organismos supranacionales, y el desarrollo de una división global de trabajo. De acuerdo con Radice, la globalización é generalmente definida como “un proceso a través de lo cual una proporción creciente de transacciones económicas, sociales e culturales ocurre directamente o indirectamente entre partners de países distintos” (Radice, 2004: 154). Un ponto de partida para entender la división global del trabajo debe ser la investigación de los modos como las empresas se reestructuran, una vez que son los actores-llave en la decisión sobre que trabajo debe ser encontrado y donde. Las “cadenas de valor” descriven cada etapa en el proceso productivo de un producto o un servicio final. La palabra “valor” en la frase “cadena de valor” dice respecto al valor añadido. Cada etapa en la cadena de valor implica recibir inputs, procesarlos, y entonces pasarlos a la unidad siguiente en la cadena, con el valor que está sendo adicionado no proceso. As unidades separadas da cadena de valor pueden estar dentro da misma empresa (in-house) o en distintas empresas (outsourced). Similarmente pueden estar en un mismo local, o en otra localización. La normalización de muchos procesos del negocio, combinada con la digitalización da información y el desarrollo de redes de telecomunicaciones de elevada capacidad ha tornado posible el trabajo tele-mediado, pudiendo este ser externalizado y/o re-localizado, conduciendo à introducción de una división de trabajo internacional no trabajo de procesamiento de información. Esta comunicación presentará algunos resultados derivados do proyecto europeo WORKS, donde son estudiados casos portugueses de empresas que justamente se integran en cadenas de valor globalizadas, sendo analizadas

Moniz, A, Cabeças JM.  2009.  {Editorial Note}, November. Enterprise and Work Innovation Studies. 5:7-9., Number 5 AbstractWebsite

No abstract is available for this item.

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.