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.

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.

The analysis on the technological and organizational change in the European industry, and particularlly the Portuguese one, has been studied at CESO I&D since its foundation on 1988. Few time after that, started a development project that started from a previous research project on the same topics, and supported by JNICT (Ministry of Science). In that projecto we continued to process data that was then not possible to do in the first one. It was then possible to continue a research programme that was urgent and determinant in the field of industrial sociology in Portugal. It focus again on the processes of technological and organizational change in the manufacturing industry.

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

If the question is whether there is a parliamentary technology assessment (PTA) unit in Portugal or Spain, the clear answer is that there is still no such unit at the central state level at the present time, neither in Portugal nor in Spain. The question then has to be modified addressing previous and current efforts to establish PTA and the current framework conditions and opportunities. Practices of PTA are framed here as a democratic innovation in the context of changes in representative democracies. Against this backdrop, the efforts and opportunities to establish PTA in Spain and Portugal are studied. By sketching these developments and outlining the opportunities in these countries, our aim is to contribute to the debate about the likelihood of a new wave of PTA in Europe (Hennen/Nierling 2014).

Taking into account the global trends towards vertical de-integration and functional integration, the WorTiS project is expected to be able to determine to what extent the Portuguese automobile industry is experiencing far-reaching changes as far as innovative (post-fordist) work systems are concerned. One of the objectives is to reach wider conclusions regarding the sector under analysis within a new multi-disciplinary approach, in connection with other research networks (namely, GERPISA and IMVP-MIT). It will recover relevant information in automobile companies located in Portugal (like, Toyota, Citröen, FIAT, Renault, Ford, VW, UMM), in order to understand how concrete practices have being developed in time, and update the scientific knowledge with the development of new case studies (Mitsubishi, AutoEuropa, Opel-GM, and other sub-contracting firms). is intended to present a new fieldwork methodology in order to analyse the variety, and contradictory character, of changes in work practices. The analysis would focus on the cases of automotive firms that operated, and are still operating, in Portugal. The effectiveness of such a tool will last far beyond the project itself.

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.

There is an increasing importance of different productive architectures related to worker involvement in the decision making, where is given due attention to the intuitive capabilities and the human knowledge in the optimization and flexibilization of manufacturing processes. Thus having reference point architecture of a flexible manufacturing and assembling system existent at UNINOVA-CRI, we will present some exploratory hypothesis about applicability of the concept of hybridization and its repercussions on the definition of jobs, in those organizations and in the formation of working teams.

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.

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.

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.

Algunos de los fenómenos donde el concepto de “globalización” es aplicado incluyen la internacionalización de los mercados, la globalización de la cultura, el dominio pol{\'ıtico 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 pa{\'ıses 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

Nesta comunica{\c c}ão em que se discutem, numa perspectiva de complementaridade, os conceitos de qualifica{\c c}ão e de competência profissional, dá-se conta da metodologia adoptada para a identifica{\c c}ão e valida{\c c}ão de um conjunto de competências profissionais num sistema complexo de trabalho. O estudo incidiu sobre os Servi{\c c}os de Controlo de Tráfego Aéreo da Região de Informa{\c c}ão de Voo de Lisboa e permitiu concluir pela existência de uma dimensão integrativa das componentes trabalho e tecnologia, enquanto elementos estruturantes dos mapas de competências profissionais, indispensáveis à integra{\c c}ão sistémica dos diferentes agentes (humanos e tecnológicos) no processo produtivo.

The present communication analyses the relationships between work organisation and quality systems. The analysis is based on results from a study funded by the "Specific Programme for the Development of Portuguese Industry" (PEDIP). The main issues which have been currently associated with work organisation and quality control in the Portuguese industry are characterized. Critical features related to the implementation of quality systems and new methods of work organisation for industrial development are also discussed. A few recommendations are given in order to promote appropriate methods of work organisation for quality improvement within Portuguese industry.

In this paper it is analysed the relationships between work organisation and quality systems in firms that uses some forms of advanced automation. Are characterised the existing quality control structures in the Portuguese industry, and the main factors that hidden or fosters the development of sociotechnical methods of quality control organisation strategies. Are analysed some industrial cases that explains more clearly the critical issues of the implementation of quality systems and work organisation systems. A few recommendations are given about the possibilities for the development of new forms of work organisation and the quality systems associated to automated manufacturing systems.

At the beginning of the 21st century there are new expectations and challenges towards Technology Assessment (TA). Among these there is a new awareness on TA issues in education, in particular at universities. While TA was mainly an activity at extra-universitarian research institutions for a long time now there are new developments and initiative towards integrating TA issues in university courses. We will first give an insight into the international development. Secondly we will focus on the “TA and education” landscape in Germany and Portugal in more detail, followed by a description of new and emerging forms of cooperation between Portugal and Germany in this field which might serve as a model or an example for further cooperation between other partners.

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.

The objective of the paper is to help to understand recent changes in the structure of R&D activities, by analyzing data on the expenditure of the business sector in research and development (R&D). The results are framed in an international context, through comparison with indicators from the most developed countries, divided by technological intensity and economic activity. The study reveals that the indicators of Portuguese R&D expenditure in the business sector are closely linked both to fiscal policy and to high foreign direct investment in knowledge-intensive industries. It also links these indicators to phenomena such as the abundance of skilled labor in pharmaceutical industries and the government intervention in some sectors of the economy (namely health and rail transportation).

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

The focus of the following article is on the use of new robotic systems in the manufacturing industry with respect to the social dimension. Since “intuitive” human–machine interaction (HMI) in robotic systems becomes a significant objective of technical progress, new models of work organization are needed. This hypothesis will be investigated through the following two aims: The first aim is to identify relevant research questions related to the potential use of robotic systems in different systems of work organization at the manufacturing shop-floor level. The second aim is to discuss the conceptualization of (old) organizational problems of human–robot interaction (HRI). In this context, the article reflects on the limits of cognitive and perceptual workload for robot operators in complex working systems. This will be particularly relevant whenever more robots with different “roles” are to be increasingly used in the manufacturing industry. The integration of such complex socio-technical systems needs further empirical and conceptual research with regard to “social” aspects of the technical dimension. Future research should, therefore, also integrate economic and societal issues to understand the full dimensions of new human–robot interaction in industry today.

There are thousands of indicators produced to understand and govern our societies. Studies about the way indicators are used in technological innovation are significantly rare, despite the centrality of these decisions to promote growth in our technology-intensive civilization. This book presents what is known and what was discovered in a doctoral research, which analysed innovative business leaders, policymakers and public researchers responsible for technological innovations.