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2004
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.

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

2003
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.

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?

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.

2002
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, AB.  2002.  {A contribuição da Sociologia para a formação 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.  2002.  Crescimento da produtividade e organiza{\c c}ão do trabalho: discussão de alguns factores[Productivity growth and organisation of work: Discussion of some factors], Dec. , Number 6515: University Library of Munich, Germany Abstract

Recent studies continue to indicate the existence of a narrow relationship between flexible work organizations and the economic growth, in particular, Sweden and Germany. The measure of this relationship is many times the result of the value added per worker. Therefore, the causes of economic growth must be perceived from the interior of the company (work organization, technology, infrastructures, product design). On the other hand, the capacity of innovation can be perceived by the market through new products and services, and still significant changes with the introduction of new equipment and design of an efficient work organization. In this article it is analyzed the evolution of the productivity and employment levels in Portugal and other European countries, over all, during the decade of 90. An analysis for sector is made still. One verifies often that economic growth can be without employment growth. However, the growth can be obtained when if it reaches bigger added value and the efficiency can be verified when there are diminished costs for a same period of time, although that the labor productivity is also the pointer of the quality of life in a economy, therefore it represents the value produced by the work. Moreover, the total factors productivity is the measure of the technological and organizational progress (don’t includes only the technological investments). It is tried to get and to analyze the available statistics on these dimension in Portugal, concluding that Portugal presents an enterprise structure predominantly based on small and very small companies, a great number of which is market by a weak potential of adaptability, innovation and sustainability. It becomes urgent to take the non-material factors that integrate the productivity dimension, as factors of intervention for a benchmarking that allows a process of sustainable growth.

Moniz, A.  2002.  Labour Market Policy in Portugal, Dec. , Number 6588: University Library of Munich, Germany Abstract

The Portuguese National Action Plan for Employment (NAP) is the main instrument for the labour market policy. It was adopted in 1998. The NAP transposes to the Portuguese reality the contents of such guidelines, with the adequate adjustments required by the national specificities, establishing objectives, quantified targets and action deadlines, as well as defining new programmes and measures. Therefore, the objectives of the labour market policy were focusing on the promotion of an adequate transition of the youngsters in active life, on the promotion of social and professional insertion and fight against long term unemployment and exclusion, on the improvement of basic and professional qualification of the working population in a perspective of lifelong training, namely as a way to prevent unemployment phenomena, and on the preventive management and follow-up of sectoral restructuring processes.

Moniz, A.  2002.  {Crescimento da produtividade e organização do trabalho: discussão de alguns factores[Productivity growth and organisation of work: Discussion of some factors]}, Dec. , Number 6515: University Library of Munich, Germany Abstract

Recent studies continue to indicate the existence of a narrow relationship between flexible work organizations and the economic growth, in particular, Sweden and Germany. The measure of this relationship is many times the result of the value added per worker. Therefore, the causes of economic growth must be perceived from the interior of the company (work organization, technology, infrastructures, product design). On the other hand, the capacity of innovation can be perceived by the market through new products and services, and still significant changes with the introduction of new equipment and design of an efficient work organization. In this article it is analyzed the evolution of the productivity and employment levels in Portugal and other European countries, over all, during the decade of 90. An analysis for sector is made still. One verifies often that economic growth can be without employment growth. However, the growth can be obtained when if it reaches bigger added value and the efficiency can be verified when there are diminished costs for a same period of time, although that the labor productivity is also the pointer of the quality of life in a economy, therefore it represents the value produced by the work. Moreover, the total factors productivity is the measure of the technological and organizational progress (don’t includes only the technological investments). It is tried to get and to analyze the available statistics on these dimension in Portugal, concluding that Portugal presents an enterprise structure predominantly based on small and very small companies, a great number of which is market by a weak potential of adaptability, innovation and sustainability. It becomes urgent to take the non-material factors that integrate the productivity dimension, as factors of intervention for a benchmarking that allows a process of sustainable growth.

Moniz, A.  2002.  {Labour Market Policy in Portugal}, Dec. , Number 6588: University Library of Munich, Germany Abstract

The Portuguese National Action Plan for Employment (NAP) is the main instrument for the labour market policy. It was adopted in 1998. The NAP transposes to the Portuguese reality the contents of such guidelines, with the adequate adjustments required by the national specificities, establishing objectives, quantified targets and action deadlines, as well as defining new programmes and measures. Therefore, the objectives of the labour market policy were focusing on the promotion of an adequate transition of the youngsters in active life, on the promotion of social and professional insertion and fight against long term unemployment and exclusion, on the improvement of basic and professional qualification of the working population in a perspective of lifelong training, namely as a way to prevent unemployment phenomena, and on the preventive management and follow-up of sectoral restructuring processes.

Kovács, I, Moniz A.  2002.  The Sociology of Work and the work of sociologists in Portugal, Apr. , Number 7891: University Library of Munich, Germany Abstract

A propose for this article is to present information on the emergence of the knowledge field of sociology of work and labor studies in Portugal. The period of 1974-1984 produced an interesting bibliography in the fields of social stratification, labor conflicts and social history. However, and since the mid-1980s, significant changes have emerged. There took place an increased theoretical diversity and also there was a major preoccupation with the development of a more professional teaching of the discipline. At this time, the first graduated specialists in Sociology appeared in the labor market since 1980, working in municipalities, industrial firms, public health institutions, schools, or even in research and development (R&D) units. The Portuguese association in this field (APSIOT) organized many scientific meetings, debates with unionists, managers and politicians, beside the regular publication of review “Organiza{\c c}ões e Trabalho” (Organization and Work) since 1989. It started the diffusion of a professional culture of sociologists who associate science and their occupation concerning themselves not only with scientific quality, but also with technical competence and social responsibility. At the same time, one could assist to the participation of sociologists in the social and organizational molding of new technologies in order to promote alternative production systems.

Kovács, I, Moniz A.  2002.  {The Sociology of Work and the work of sociologists in Portugal}, Apr. , Number 7891: University Library of Munich, Germany Abstract

A propose for this article is to present information on the emergence of the knowledge field of sociology of work and labor studies in Portugal. The period of 1974-1984 produced an interesting bibliography in the fields of social stratification, labor conflicts and social history. However, and since the mid-1980s, significant changes have emerged. There took place an increased theoretical diversity and also there was a major preoccupation with the development of a more professional teaching of the discipline. At this time, the first graduated specialists in Sociology appeared in the labor market since 1980, working in municipalities, industrial firms, public health institutions, schools, or even in research and development (R&D) units. The Portuguese association in this field (APSIOT) organized many scientific meetings, debates with unionists, managers and politicians, beside the regular publication of review “Organizações e Trabalho” (Organization and Work) since 1989. It started the diffusion of a professional culture of sociologists who associate science and their occupation concerning themselves not only with scientific quality, but also with technical competence and social responsibility. At the same time, one could assist to the participation of sociologists in the social and organizational molding of new technologies in order to promote alternative production systems.

Moniz, A, Gomes C.  2002.  Impactos sociais do desinvestimento[Social Impacts of divestment]. , Number 5882: University Library of Munich, Germany Abstract

The resulting economic integration of industrial processes and manufacturing internationalisation lead several authors to argue that world economy is globalised. In this context, the approach to the divestment concept without an social and económical context, does not show a group of associated practices and representations. Choices and options are motivated by exogenous forces that pushes companies to determine strategies that stop capital investment on new equipment goods, or on other imaterial goods. This type of strategy is designated by "divestment". The social level of consequencies are not due to the closing down or de-localization of production units that are divesting, but can be materialised of efects that are irreversible. This means unemployment, de-skilling, labour precarization and even emergence of new forms of social exclusion in former industrialised regions.

Krings, B.  2002.  {Genderforschung und Technikentwicklung[Gender Research and Technology Development: introduction to the main topics]}. , Number 7129: University Library of Munich, Germany Abstract

Since the UN World Conference on Women in 1995 the discussion on gender has been extremely controverse. This issue of the Journal on Technology Assessment (from ITAS) presents and discuss the topic of gender research, and the relation between work and life and the changes that are occuring in the spheres of working lifes and daily lifes. Noch im Umfeld der 4. UN-Weltfrauenkonferenz in Peking 1995 wurde der Begriff gender extrem kontrovers diskutiert. Die Zeitschrift für Technikfolgenabschätzung des ITAS greift mit diesem Schwerpunkt erstmals das Thema „Genderforschung“ auf. Die Verknüpfung der beiden Themengebiete geht auf das Projekt: Wandel der Lebens- und Arbeitsbedingungen im Multimediabereich aus der Genderperspektive zurück, das zurzeit von ITAS im Auftrag des Sozialministerium Baden-Württemberg durchgeführt wird.

Moniz, A, Gomes C.  2002.  {Impactos sociais do desinvestimento[Social Impacts of divestment]}. , Number 5882: University Library of Munich, Germany Abstract

The resulting economic integration of industrial processes and manufacturing internationalisation lead several authors to argue that world economy is globalised. In this context, the approach to the divestment concept without an social and económical context, does not show a group of associated practices and representations. Choices and options are motivated by exogenous forces that pushes companies to determine strategies that stop capital investment on new equipment goods, or on other imaterial goods. This type of strategy is designated by "divestment". The social level of consequencies are not due to the closing down or de-localization of production units that are divesting, but can be materialised of efects that are irreversible. This means unemployment, de-skilling, labour precarization and even emergence of new forms of social exclusion in former industrialised regions.

2001
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.  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]}, 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.

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