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Moniz, A.  1994.  {Hipóteses para uma hibridação de um sistema flexível de produção[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, 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.  2006.  Foresight methodologies to understand changes in the labour process: Experience from Portugal. , Number 5686: University Library of Munich, Germany Abstract

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, Dinis M.  1996.  Study of Instruments and Tools to Anticipate the Effects of Industrial Change - Portuguese report, Mar. , Number 6604: University Library of Munich, Germany Abstract

This study was produced for the “Study of Instruments and Tools to anticipate the effects of industrial change on employment, trades and vocational qualifications” and for DG V (Employment) of the European Commission in the late 1994. It started when the previous Portuguese government was still ruling, the main policies were defined, and the available instruments were not used in a minimum extend. The new Government, issued from the 1995 elections, proposed “employment” as a major objective with horizontal responsibility. That’s also why there is now a Ministry for Qualifications and Employment, and another one for Solidarity and Social Affairs, not one for Employment and Social Affairs as the previous Government had. But more than that, this objective is considered to need a coordinated and consistent action that involves external affairs, industrial and regional policies, and the policies on education, training and employment, among others. The promotion of the “quality of employment” is being recently done at the working conditions, remuneration, social protection, occupational promotion levels, and the equality of opportunities towards employment and vocational training levels, and finally, the levels of qualification of human resources for a better labour market, education policy and training policy developments. In Portugal, the influence of the industrial change is produced in a top-down way; with (in some cases) an ex post analysis process to formulated training needs. This means that the industrial change impact is produced (normally, unexpectedly), and afterwards the responsible at the company level tries to know which training needs should be formulated in order those effects could be the smoother possible. The training needs at the company level is not based on anticipatory studies, neither is done any long term forecast on qualification, or even employment level.

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

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

Moniz, 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.  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, c}as JMC{\c.  2010.  Editorial Note, November. Enterprise and Work Innovation Studies. 6:7-8., Number 6 AbstractWebsite

No abstract is available for this item.

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, 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, 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, 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, AB.  2002.  A contribui{\c c}ão da Sociologia para a forma{\c c}ão em Engenharia[Contribution of sociology to the engineering training], May. , Number 8103: University Library of Munich, Germany Abstract

This article is based on the lesson presented in the scope of academy activities in the area of Sociology (at FCT-UNL). It is intended to approach the controversies concerning the relation between technology and society (technological determinism, effect on employment, importance of the social behaviours in the definition of needs for new products and equipment), and on the most recent trends (over all, since middle of the last century) in terms of technological evolution and of its social and cultural change. Finally, this subject was dedicated to the presentation of the main factors that has lead to the development of the contribution of sociology for the training and education in engineering. Thus, one intends to acquire new elements on this area of knowledge also presented in other schools of engineering of other countries (for examples, United States and Holland), and how the theoretical beddings are been developed since the beginning of 20th century on the modalities of work organization that imply a cooperation between engineering and social sciences.

Moniz, A, Cabeças JM.  2008.  {Editorial Note}, November. Enterprise and Work Innovation Studies. 4:7-8., Number 4 AbstractWebsite

No abstract is available for this item.

Moniz, AB, Silva AV, Woll T, Sampaio JJ.  2007.  {Globalization processes of value chains in clothing industry in Portugal: implication in the working structures}. , Number hal-00256824: HAL Abstract

Some of the phenomena where the “globalization” concept is applied include the internationalization of markets, globalization of culture, polítical hegemony of world by some states, or groups of states, the increasing power of supranational institutions, and the development of a global division of labour. A starting point to understand the global division of work is the study of how companies are re-structuring, once they are the key-actors in the decision on which work should be found and where. The “value chains” describe each step in the productive process of a final product or service. Separated units of value chains can be in the same company (in-house) or in different companies (outsourced). Similarly they can be in a same local, or in other location. Normalization of business processes, combined with digitalization of information and the development of telecommunication networks made possible the tele-mediated work. This paper presents results from the European WORKS project, where are studied Portuguese cases of firms that integrate globalized value chain, and are analized the implications on work organization models and the (new) professional structures.

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

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

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

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

Moniz, 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, 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.