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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.

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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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.  2001.  Estratégias de constru{\c c}ão da Sociedade da Informa{\c c}ão[Strategies of construction of Information Society], Jun. , Number 6633: University Library of Munich, Germany Abstract

The most significative text of the European Commission on the construction of a strategy for an Information Society is, undoubtly the document on “Job Opportunities in the Information Society”. The major dimension of the change process was not anymore the technological evolution one. Information society should integrate the social-economical dimensions with industries that use information and communication products and services, beside those of so-called “Information Society industries”. Is not only this sector that is growing in terms of employment, but also the other sectors can be also important ICT users. Employment in the information society leads the employment growth in EU. In this study are analysed the different national programs and strategies, and with particular relevance the Portuguese case.

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, A.  1994.  Hipóteses para uma hibrida{\c c}ão de um sistema flex{\'ıvel de produ{\c c}ão[Hipothesis for a flexible production system hybridation], Nov. , Number 7192: University Library of Munich, Germany Abstract

In this paper one presents and discuss the hybridation concept using some aspect that integrate it, as the physical architecture of automated systems (hardware), the information system that integrates that architecture and the working places design. Analyzed are also the inter-dependences of those aspects, and we have as a reference the flexible production and assembly system existent at UNINOVA-CRI. The focus is made on possible problems that can occur with the use of possible development of those systems, namely: a) full automation with centralized human control, b) non-automated process of shop-floor work with a system “one man, one machine”, c) hybrid system of automated cells with “elastic” human jobs.

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.  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, AB.  2011.  From the Lisbon strategy to EU2020: illusion or progress for european economies?, Jan , Number 01/2011: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, 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 identifi

Moniz, AB.  2008.  The transformation of work? A quantitative evaluation of changes in work in Portugal, Aug , Number 07/2008: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology Abstract

This report is made for the Work Package 15 of WORKS project and tries to develop more information on the Portuguese situation in the work structures changes in the recent years. It starts with an analysis of socio- economical indicators (Macro economical indicators, Employment indicators, Consumption, Technology at the workplace, Productivity), and then approaches the situation in terms of work flexibility in its dimensions of time use and New forms of work organisation. It traces employment in business functions with a sectoral and occupational approach, and analyses the occupational change in South Europe with particular relevance to Portugal (skill utilisation and job satisfaction, occupational and industrial mobility, quantitative evaluation of the shape of employment in Europe. Finaly are analysed the globalisation indicators.

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.  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.  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], Sep. , Number 37580: 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 prevail 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.  2000.  {Trabalho, formação e inovação: Novos problemas para a Sociedade da Informação[Work, training and innovation: new problems for the information society]}, Feb. , Number 8624: University Library of Munich, Germany Abstract

In this paper for a public debate promoted by the Portuguese President of Republic in 2000, we start from the basic definitions of information society and discuss the main measures proposed as targets in the firld of work and employment. Structural changes are analysed related with the economical and social dimensions of the information society, especially those related to the work organisation, education and training, and the labour markets. Finally recommendations are made on the topics of innovation, employment and development of information society.

Moniz, A.  1996.  Novos modelos de produ{\c c}ão na indústria automóvel? Análise de uma fábrica de motores em Portugal[New production models in the automotive industry? Analysis of an engine factory in Portugal], Jun , Number 7207: University Library of Munich, Germany Abstract

This paper is based in a report for the international project “GERPISA-Labour Relations” on the concept of leader-factory, and in other papers written after that using the case study of the Renault factory in the Aveiro region. This case study is articulated with other studies on engine factories of the same company in Spain, France and Mexico. That study has been co-ordinated by Prof. Juan José Castillo (Univ. Complutense Madrid, Spain). Here we present the results of this empirical research from where were developed the first indicators of a discussion on the concept of new production models and leader-factory that have been studied by the GERPISA international network.

Moniz, AB.  2017.  Transformações no mercado de trabalho e robótica. Cadernos de Economia. 30:30-34.
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.  2013.  Human-Robot Interaction in Industrial Working Environments: Results from a Start-up Project. EconStor Open Access Articles. AbstractWebsite

The social dimension of worker-robot interaction in industry is becoming a decisive aspect of robotics development. Many problems and difficulties of robotics research are not only related to technical issues but framed by social aspects. Human-robot interaction (HRI) as a specific research field of robotics tackles this issue. The debate on social involvement in HRI design of a few decades ago must be re-opened. A start-up project was initiated in 2012 at Karlsruhe Institute of Technology (KIT) to define a new research field and establish a conceptual framework on HRI. It was related to recent developments in the manufacturing industry and professional service robotics. The aim was to cooperate with other research teams to establish an expert network in this field. Special focus was placed on the design of work organisation models and issues of robotics technology design for worker (or operator) and robot interaction. In the current paper we present the most important conclusions from these research activities. –

Moniz, AB, Paulos M.  2008.  Futures of automobile industry and challenges on sustainable development and mobility, May. , Number hal-00287886: HAL 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

Moniz, A.  2007.  {Futuros da indústria automóvel: Qual a sua importância para a definição do produto, modelos de produção e estratégias de mobilidade?[Futures of automobile industry: How important is it for the def}, Mar , Number 5939: University Library of Munich, Germany Abstract

Some programs and research networks are dealing with topics associated to the automtive sector and they observe one of the most significative sectores of modern economies. Because of that is so interesting to forecast some possible changes in an horizon of 10 to 20 years. But this exercse must not be centred only on technical aspects of automobile construction, or on the design, or even on the mobility systems. How one can face these problems, and how it can be so decisivelly important, is what we will try to answer in this paper that resumes some of the debates on the foresight exercises in Germany (Futur) and on the automotive sector in Portugal (WorTiS).

Moniz, AB, Woll T.  2006.  International Conference on “Foresight Studies on Work in the Knowledge Society“ in Monte de Caparica (FCT-UNL) on 19-20 October 2006, November. Enterprise and Work Innovation Studies. 2:153-154., Number 2 AbstractWebsite

On 19 and 20 October 2006, the Research Centre on Enterprise and Work Organisation (IET) organised the first international conference on “Foresight Studies on Work in the Knowledge Society”. It took place at the auditorium of the new Library of FCT-UNL and had the support of the research project “CodeWork@VO” (financed by FCT-MCTES and co-ordinated by INESC, Porto). The conference related to the European research project “Work Organisation and Restructuring in the Knowledge Society” (WORKS), which is financed by the European Commission. The main objective of the conference was to analyse and discuss research findings on the trends of work structures in the knowledge society, and to debate on new work organisation models and new forms of work supported by ICT.

Moniz, A.  2001.  {Estratégias de construção da Sociedade da Informação[Strategies of construction of Information Society]}, Jun. , Number 6633: University Library of Munich, Germany Abstract

The most significative text of the European Commission on the construction of a strategy for an Information Society is, undoubtly the document on “Job Opportunities in the Information Society”. The major dimension of the change process was not anymore the technological evolution one. Information society should integrate the social-economical dimensions with industries that use information and communication products and services, beside those of so-called “Information Society industries”. Is not only this sector that is growing in terms of employment, but also the other sectors can be also important ICT users. Employment in the information society leads the employment growth in EU. In this study are analysed the different national programs and strategies, and with particular relevance the Portuguese case.

Moniz, A.  1993.  {Organização do trabalho e controlo de qualidade numa estação de soldadura robotizada[Work organisation and quality control in a welding robotic cell]}, Nov. , Number 7254: University Library of Munich, Germany Abstract

In this paper is analyzed the work organization and the forms of quality control in a robotic welding station in a company of office equipment and metal components manufacturing. The robotic cell is recent and works in two shifts. Quality and production rationalization implied in this firms the adoption of a strategy of organization of teamwork, and it is supported the collaborative tools to decrease the possibilities for errors and to improve means and methods of manufacturing. The analysis of quality control process needed the use of productivity indicators. In this way it was possible to understand the connections between the function quality and the new form of work organization adopted in this innovative experience in Portugal.