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2001
Moniz, A, Godinho MM.  2001.  A análise prospectiva como ferramenta de pol{\'ıtica de inova{\c c}ão: uma perspectiva socioeconómica[Foresight analysis as an innovation policy tool: a socio-economical approach], Mar. , Number 6412: University Library of Munich, Germany Abstract

At the last National Conference of Industrial Sociology in Portugal (in March 1999) was presented a paper on the topic of “foresight as a technology and employment policy instrument” (A.B. Moniz) where there was a reference to the need of development of this kind of tools and instruments. This need is clear when one should neutralize the negative effects of such policies, and could support the positive influences, especially with the main aims of improvement of quality of working life. Thus, is today possible to make a first balance of the application in Portugal of a type of foresight analysis exercise: the Delphi method. After some of the uses of this method in Portugal on the fisheries socio-economical system and on the relation between information society and employment, we present in this paper a first assessment of such experiments and present some recommendations for future uses of this foresight technique. We conclude that they must be applied within the context of socio-economical perspectives, and not only the technological ones, although they should include that dimension.

Moniz, A, Machado T.  2001.  Novos Modelos de Produ{\c c}ão na Indústria Automóvel Algumas Interroga{\c c}ões[New models of production in automotive industry: some questions], Mar. , Number 5932: University Library of Munich, Germany Abstract

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

Moniz, A, Godinho MM.  2001.  {A análise prospectiva como ferramenta de política de inovação: uma perspectiva socioeconómica[Foresight analysis as an innovation policy tool: a socio-economical approach]}, Mar. , Number 6412: University Library of Munich, Germany Abstract

At the last National Conference of Industrial Sociology in Portugal (in March 1999) was presented a paper on the topic of “foresight as a technology and employment policy instrument” (A.B. Moniz) where there was a reference to the need of development of this kind of tools and instruments. This need is clear when one should neutralize the negative effects of such policies, and could support the positive influences, especially with the main aims of improvement of quality of working life. Thus, is today possible to make a first balance of the application in Portugal of a type of foresight analysis exercise: the Delphi method. After some of the uses of this method in Portugal on the fisheries socio-economical system and on the relation between information society and employment, we present in this paper a first assessment of such experiments and present some recommendations for future uses of this foresight technique. We conclude that they must be applied within the context of socio-economical perspectives, and not only the technological ones, although they should include that dimension.

Moniz, A, Machado T.  2001.  {Novos Modelos de Produção na Indústria Automóvel Algumas Interrogações[New models of production in automotive industry: some questions]}, Mar. , Number 5932: University Library of Munich, Germany Abstract

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

Krings, B, Moniz A.  2001.  El desarrollo socio-cultural de la sociedad de la información: Competencia o cooperación?[Socio-cultural development of information society: competition or co-operation?], Jun , Number 6885: University Library of Munich, Germany Abstract

The results presented in this article are related to the field of investigation defined inside the European TSER project on "Information Society, Work and Generation of New Forms of Social Exclusion " (SOWING). The thematic center of the project is connected with the question of the relations that exist between the introduction of information technologies (IT) and the changes in the waged labour as well as in the organisation of work systems. The introduction of these technologies transformed specially the activities on services as well as certain branches, where great changes of the organization of work for the next future assume, which are discussed within the margin of the debate on future forms of work. The tendencies within the occupational structures indicate an individualisation of the insecurities and an opening of the occupational carreers. For these reasons, the development of the occupational carreers is more and more bound to the biographical planning. The institutionalised occupational model is changing very strongly, which in the long term will take to social and cultural changes, not only in the professional life, but also in the private life.

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

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

Moniz, A, 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).

Krings, B, Moniz A.  2001.  {El desarrollo socio-cultural de la sociedad de la información: Competencia o cooperación?[Socio-cultural development of information society: competition or co-operation?]}, Jun , Number 6885: University Library of Munich, Germany Abstract

The results presented in this article are related to the field of investigation defined inside the European TSER project on "Information Society, Work and Generation of New Forms of Social Exclusion " (SOWING). The thematic center of the project is connected with the question of the relations that exist between the introduction of information technologies (IT) and the changes in the waged labour as well as in the organisation of work systems. The introduction of these technologies transformed specially the activities on services as well as certain branches, where great changes of the organization of work for the next future assume, which are discussed within the margin of the debate on future forms of work. The tendencies within the occupational structures indicate an individualisation of the insecurities and an opening of the occupational carreers. For these reasons, the development of the occupational carreers is more and more bound to the biographical planning. The institutionalised occupational model is changing very strongly, which in the long term will take to social and cultural changes, not only in the professional life, but also in the private life.

Krings, B, Moniz A.  2001.  {El desarrollo socio-cultural de la sociedad de la información: Competencia o cooperación?[Socio-cultural development of information society: competition or co-operation?]}, Jun , Number 6885: University Library of Munich, Germany Abstract

The results presented in this article are related to the field of investigation defined inside the European TSER project on "Information Society, Work and Generation of New Forms of Social Exclusion " (SOWING). The thematic center of the project is connected with the question of the relations that exist between the introduction of information technologies (IT) and the changes in the waged labour as well as in the organisation of work systems. The introduction of these technologies transformed specially the activities on services as well as certain branches, where great changes of the organization of work for the next future assume, which are discussed within the margin of the debate on future forms of work. The tendencies within the occupational structures indicate an individualisation of the insecurities and an opening of the occupational carreers. For these reasons, the development of the occupational carreers is more and more bound to the biographical planning. The institutionalised occupational model is changing very strongly, which in the long term will take to social and cultural changes, not only in the professional life, but also in the private life.

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

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

Moniz, A, 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, A.  2001.  Book review of Alice R. P. Abreu (org.): Flexible production and economic governance in Latin America. , Number http://ideas.repec.org/p/pra/mprapa/5937.html Abstract

5937

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]. , Number 5920: University Library of Munich, Germany Abstract

Working teams in enterprise environment are considered as the most advanced forms of work organisation. This means the forms that can improve productivity quality of working life. Nevertheless, it prevails a slow development and dissemination of these advanced organisational forms in European companies. The reason for that lays in a complex linkage factors from social values to the economical pressures. But other factors are also related to the national systems of education training, to the different systems of industrial relations and technology policy.

Moniz, A, Gomes C, Machado T, Urze P.  2001.  Information Society, Work and the Generation of New Forms of Social Exclusion (SOWING): National Report (Portugal). , Number 6887: University Library of Munich, Germany Abstract

The choice over the Portuguese case studies was based on the sample constructed for the application of the firm questionnaires, during the second year of the SOWING project, 1999. This sample was fulfilled of firms among several activity sectors: textile, manufacturing, electronics, transports and software industry, based on NACE – codes (2 – digit level). Thus, we agreed to include in a new database the remaining questionnaires and construct a sample with 113 observations. Concerning the organisational change we make a distinction of three categories of change. First we analyse changes taking place at the inter-firm level (outsourcing, subcontracting, geographic relocation), followed by changes at the organisational level (deconcentration/decentralisation, reduction of hierarchical levels, introduction of cost and profit centres). The third kind of changes analysed will be those taking place at the workplace level (job enlargement/enrichment, changing character of work, work load). The Portuguese studied companies presents a relative uniform pattern considering the variables social competencies, practical knowledge, responsibility and specialized professional qualifications.

Moniz, A.  2001.  {A cooperação entre equipas de trabalho em empresas em rede: vantagens para o desenvolvimento regional[Workteam Co-operation in Networked Companies: regional development advantages]}. , Number 5920: University Library of Munich, Germany Abstract

Working teams in enterprise environment are considered as the most advanced forms of work organisation. This means the forms that can improve productivity quality of working life. Nevertheless, it prevails a slow development and dissemination of these advanced organisational forms in European companies. The reason for that lays in a complex linkage factors from social values to the economical pressures. But other factors are also related to the national systems of education training, to the different systems of industrial relations and technology policy.

Moniz, A.  2001.  {Book review of Alice R. P. Abreu (org.): Flexible production and economic governance in Latin America}. , Number http://ideas.repec.org/p/pra/mprapa/5937.html Abstract

5937

Moniz, A, Gomes C, Machado T, Urze P.  2001.  {Information Society, Work and the Generation of New Forms of Social Exclusion (SOWING): National Report (Portugal)}. , Number 6887: University Library of Munich, Germany Abstract

The choice over the Portuguese case studies was based on the sample constructed for the application of the firm questionnaires, during the second year of the SOWING project, 1999. This sample was fulfilled of firms among several activity sectors: textile, manufacturing, electronics, transports and software industry, based on NACE – codes (2 – digit level). Thus, we agreed to include in a new database the remaining questionnaires and construct a sample with 113 observations. Concerning the organisational change we make a distinction of three categories of change. First we analyse changes taking place at the inter-firm level (outsourcing, subcontracting, geographic relocation), followed by changes at the organisational level (deconcentration/decentralisation, reduction of hierarchical levels, introduction of cost and profit centres). The third kind of changes analysed will be those taking place at the workplace level (job enlargement/enrichment, changing character of work, work load). The Portuguese studied companies presents a relative uniform pattern considering the variables social competencies, practical knowledge, responsibility and specialized professional qualifications.

Moniz, A, Krings B, Van Hootegem G, Huys R.  2001.  {Technological practices in the European auto industry: Exploring cases from Belgium, Germany and Portugal}. , 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).

2000
Moniz, A, Casaca S, Bairrada M, c}ão Moreno C{\c.  2000.  I&D, inova{\c c}ão e fomento de emprego: ideias chave de uma rela{\c c}ão[R&D, innovation and job creation: key-ideas of a relation], Sep. , Number 9667: University Library of Munich, Germany Abstract

The increasing degree of inter-dependency and integration of economy at a global scale motivated the globalization of scientific and technological knowledge from manufacturing, to the marketing and the strategic management of companies that act as protagonists of these processes. Globalization of markets is inter-connected with intensive incorporation of knowledge in economy. In this sense the continuous evolution of the manufacturing industry structure for an increased high intensity technology elements, namely information and communication technologies, implies that these industrial sub-sectors are conditioning the global performance of economy, the productivity gains and as a consequence the levels of economical and employment growth. This study on “R&D, Innovation and Employment Creation” for the Portuguese Observatory of Employment and Vocational Training (IEFP-MQE) is updating information on the articulation between Job creation, innovation, technology, and R&D. A diagnosis of the state of national S&T research and of processes of technological and organizational innovation was made, as well of the interfacing structures between the knowledge sector and the economical activities. Were made 12 case studies at companies with some innovation activities, interviews to unionists and to Professional associations, and public offices. Was made also a survey to a selected sample of technological infrastructures.

Moniz, A, Casaca S, Bairrada M, Moreno C.  2000.  {I&D, inovação e fomento de emprego: ideias chave de uma relação[R&D, innovation and job creation: key-ideas of a relation]}, Sep. , Number 9667: University Library of Munich, Germany Abstract

The increasing degree of inter-dependency and integration of economy at a global scale motivated the globalization of scientific and technological knowledge from manufacturing, to the marketing and the strategic management of companies that act as protagonists of these processes. Globalization of markets is inter-connected with intensive incorporation of knowledge in economy. In this sense the continuous evolution of the manufacturing industry structure for an increased high intensity technology elements, namely information and communication technologies, implies that these industrial sub-sectors are conditioning the global performance of economy, the productivity gains and as a consequence the levels of economical and employment growth. This study on “R&D, Innovation and Employment Creation” for the Portuguese Observatory of Employment and Vocational Training (IEFP-MQE) is updating information on the articulation between Job creation, innovation, technology, and R&D. A diagnosis of the state of national S&T research and of processes of technological and organizational innovation was made, as well of the interfacing structures between the knowledge sector and the economical activities. Were made 12 case studies at companies with some innovation activities, interviews to unionists and to Professional associations, and public offices. Was made also a survey to a selected sample of technological infrastructures.

Moniz, A.  2000.  Work organisation in industry: Practices of use of IT in Portugal, Nov. , Number 5931: University Library of Munich, Germany Abstract

The innovation in the employment behaviour is particularly clear in what concerns the sector composition of the employment changes: the persistent decrease of the industrial employment (even if within a framework of some recovery of the industrial product), a slight expansion in the employment on the tertiary sector, and an important growth of the employment in the construction and public works activities. We can identify then a considerable sector mutation concerning the industrial and the services sectors but also a growth of the atypical forms of employment. Portugal continues not being able to respond to the labour market needs (improvement in the education sector is critical to the catch-up process). The Portuguese cases studied point out to organisational changes supported by ICT, but not determined/induced by it. For most of the changes that were recently developed, ICT had an important role. We didn’t found explicit technological determinism in the relation between ICT and social exclusion.

Moniz, A.  2000.  {Work organisation in industry: Practices of use of IT in Portugal}, Nov. , Number 5931: University Library of Munich, Germany Abstract

The innovation in the employment behaviour is particularly clear in what concerns the sector composition of the employment changes: the persistent decrease of the industrial employment (even if within a framework of some recovery of the industrial product), a slight expansion in the employment on the tertiary sector, and an important growth of the employment in the construction and public works activities. We can identify then a considerable sector mutation concerning the industrial and the services sectors but also a growth of the atypical forms of employment. Portugal continues not being able to respond to the labour market needs (improvement in the education sector is critical to the catch-up process). The Portuguese cases studied point out to organisational changes supported by ICT, but not determined/induced by it. For most of the changes that were recently developed, ICT had an important role. We didn’t found explicit technological determinism in the relation between ICT and social exclusion.

Moniz, A, Kovács I, Vicente D, Ramos AR.  2000.  Fisheries Development and Fisheries Dependent Communities in Portugal: Socio-Economic Change and Strategic Planning, Feb. , Number 7154: University Library of Munich, Germany Abstract

The socio-economic subsystem encompassing fisheries may be defined as including not only the harvesting sector but also several related activities occurring both upstream (shipbuilding, gear manufacture) and downstream (processing, distribution and trade). But these closely interrelated economic activities can also be set within a much broader system which would include the ecological, institutional and political influences which frame economic behaviour. The value of this broader conceptualisation is that it treats fisheries not as an isolated and independent economic activity but as part of a more holistic and complex system. This broader perspective is of particular significance when attempting to examine the concept of regional dependence. The socio-economic subsystem for fisheries is dominated by small and medium sized enterprises (SMEs). And Peniche emerges as one of Portugal’s most important fishing ports whether measured in terms of the volume of landings or the total numbers of fishermen. It also has one of the highest levels of fisheries dependence of all coastal municipalities in Portugal with over 20% of its workforce currently engaged in fisheries related employment, faces a daunting and uncertain future. The social fabric of fisheries dependent communities also suffers serious damage; once again, the technocratic approach to management has no solutions to offer. It is essential, therefore, to turn away from the existing approach and to develop instead new forms of intervention; in short, to provide a new vision. This implies change not only to the policy process but also in the attitudes of the social actors and in the preoccupations of fisheries related research. An integrated approach is required based on participative action and the development of an integrated information network.

Moniz, A.  2000.  Trabalho, forma{\c c}ão e inova{\c c}ão: Novos problemas para a Sociedade da Informa{\c c}ão[Work, training and innovation: new problems for the information society], Feb. , Number 8624: University Library of Munich, Germany Abstract

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

Moniz, A, Kovács I, Vicente D, Ramos AR.  2000.  {Fisheries Development and Fisheries Dependent Communities in Portugal: Socio-Economic Change and Strategic Planning}, Feb. , Number 7154: University Library of Munich, Germany Abstract

The socio-economic subsystem encompassing fisheries may be defined as including not only the harvesting sector but also several related activities occurring both upstream (shipbuilding, gear manufacture) and downstream (processing, distribution and trade). But these closely interrelated economic activities can also be set within a much broader system which would include the ecological, institutional and political influences which frame economic behaviour. The value of this broader conceptualisation is that it treats fisheries not as an isolated and independent economic activity but as part of a more holistic and complex system. This broader perspective is of particular significance when attempting to examine the concept of regional dependence. The socio-economic subsystem for fisheries is dominated by small and medium sized enterprises (SMEs). And Peniche emerges as one of Portugal’s most important fishing ports whether measured in terms of the volume of landings or the total numbers of fishermen. It also has one of the highest levels of fisheries dependence of all coastal municipalities in Portugal with over 20% of its workforce currently engaged in fisheries related employment, faces a daunting and uncertain future. The social fabric of fisheries dependent communities also suffers serious damage; once again, the technocratic approach to management has no solutions to offer. It is essential, therefore, to turn away from the existing approach and to develop instead new forms of intervention; in short, to provide a new vision. This implies change not only to the policy process but also in the attitudes of the social actors and in the preoccupations of fisheries related research. An integrated approach is required based on participative action and the development of an integrated information network.