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

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

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

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

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

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

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

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

Moniz, A, Gomes C.  2003.  Impacto do desinvestimento no mercado local de emprego: o caso de uma unidade da indústria metalomecânica[Impact of divestment on the local employment market: a case of the metal industry], Sep. , Number 6862: University Library of Munich, Germany Abstract

This paper is a draft contribution for a definition of the concept of divestment. This topic is still very influenced by definitions from the fields of economics or management. Thus, from a group of definitions and approaches developed by different authors we try to elaborate on this divestment concept, searching for indicators and variables related to this practice. The founded indicators allow us to identify the main consequences and the potential social impacts due to divestment situations. Also we try to develop a methodology of research for analysis and impact framework that come from divestment action of companies.

Moniz, A, Gomes C.  2003.  {Impacto do desinvestimento no mercado local de emprego: o caso de uma unidade da indústria metalomecânica[Impact of divestment on the local employment market: a case of the metal industry]}, Sep. , Number 6862: University Library of Munich, Germany Abstract

This paper is a draft contribution for a definition of the concept of divestment. This topic is still very influenced by definitions from the fields of economics or management. Thus, from a group of definitions and approaches developed by different authors we try to elaborate on this divestment concept, searching for indicators and variables related to this practice. The founded indicators allow us to identify the main consequences and the potential social impacts due to divestment situations. Also we try to develop a methodology of research for analysis and impact framework that come from divestment action of companies.

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

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

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

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

Helberger, N, Kerényi K, Krings B, Lambers R, Orwat C, Riehm U, van Gompel S, Dufft N.  2004.  {Digital Rights Management and Consumer Acceptability: A Multi-Disciplinary Discussion of Consumer Concerns and Expectations}. , Number 6641: University Library of Munich, Germany Abstract

The INDICARE project – the Informed Dialogue about Consumer Acceptability of DRM Solutions in Europe – has been set up to raise awareness about consumer and user issues of Digital Rights Management (DRM) solutions. One of the main goals of the INDICARE project is to contribute to the consensus-building among multiple players with heterogeneous interests in the digital environment. To promote this process and to contribute to the creation of a common level of understanding is the aim of the present report. It provides an overview of consumer concerns and expectations regarding DRMs, and discusses the findings from a social, legal, technical and business perspective. A general overview of the existing EC initiatives shows that questions of consumer acceptability of DRM have only recently begun to draw wider attention. A review of the relevant statements, studies and reports confirms that awareness of consumer concerns is still at a low level. Five major categories of concerns have been distinguished so far: (1) fair conditions of use and access to digital content, (2) privacy, (3) interoperability, (4) transparency and (5) various aspects of consumer friendliness. From the legal point of view, many of the identified issues go beyond the scope of copyright law, i.e. the field of law where DRM was traditionally discussed. Often they are a matter of general or sector-specific consumer protection law. Furthermore, it is still unclear to what extent technology and an appropriate design of technical solutions can provide an answer to some of the concerns of consumers. One goal of the technical chapter was exactly to highlight some of these technical possibilities. Finally, it is shown that consumer acceptability of DRM is important for the economic success of different business models based on DRM. Fair and responsive DRM design can be a profitable strategy, however DRM-free alternatives do exist too.

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

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

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

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

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

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

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

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

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

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

Krings, B.  2005.  {Hen or Egg? The relationship between IC-technologies and social exclusion}, Jun , Number 9568: University Library of Munich, Germany Abstract

If we take a look at developments on the labour market, we find that the rate of employment stands in a close relationship to the introduction of new technologies and their social and cultural consequences. The immediate effects of new technologies on new forms of work-structures are, in fact, difficult to determine empirically. In order to avoid a strong technological bias in the scientific perspective, it seems important to consider carefully the normative objectives and goals, which are connected with the introduction of IC-technologies. But nevertheless it is difficult to define clearly the causes and the effects of new technologies as well as the technical changes and its social consequences. The intention of the article is to present the concept of social exclusion within the SOWING-project. Of course this concept is embedded in the scientific debate of the Information Society, which has a strong technological focus and represents the discussion of the Western, highly industrialized societies. But nevertheless the empirical findings of the SOWING project come to the general conclusion, that the rise of new forms of social exclusion cannot be considered as the result of the introduction of ICT, but as the result of the normative idea of a more effective and global organized economy. The social consequences of this development depend strongly on the establishment of a democratic procedure, which integrates the concerning social groups.

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

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

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

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

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

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

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

No abstract is available for this item.

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

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

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

No abstract is available for this item.

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

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

Woll, T.  2005.  {The Gap Between Knowledge and Action: Obstacles, Restraints and Deficits During the Execution of Refurbishments}, November. Enterprise and Work Innovation Studies. 1:117-121., Number 1 AbstractWebsite

This article outlines the initial draft of a PhD project which investigates refurbishment or rehabilitation projects in two German cities. The study focuses on obstacles, restraints and deficits as well as factors of success, which can be identified during the execution of the refurbishments. Moreover the study examines the process of the refurbishment itself, the general conditions under which the refurbishments are being executed as well as the implementation of sustainability criteria. First the article gives a short summary of the theoretical considerations of the study. In this respect it shortly outlines the global conditions of urban development and conducting challenges for cities in the 21st century, guiding principles of a sustainable urban development as well as goals of sustainable refurbishments. Finally the article shortly describes the case studies and presents the initial results of the empirical work.

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

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

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

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