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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.

H
Moniz, A.  2013.  Human-Robot Interaction in Industrial Working Environments: Results from a Start-up Project. EconStor Open Access Articles. AbstractWebsite

The social dimension of worker-robot interaction in industry is becoming a decisive aspect of robotics development. Many problems and difficulties of robotics research are not only related to technical issues but framed by social aspects. Human-robot interaction (HRI) as a specific research field of robotics tackles this issue. The debate on social involvement in HRI design of a few decades ago must be re-opened. A start-up project was initiated in 2012 at Karlsruhe Institute of Technology (KIT) to define a new research field and establish a conceptual framework on HRI. It was related to recent developments in the manufacturing industry and professional service robotics. The aim was to cooperate with other research teams to establish an expert network in this field. Special focus was placed on the design of work organisation models and issues of robotics technology design for worker (or operator) and robot interaction. In the current paper we present the most important conclusions from these research activities. –

Moniz, A.  1994.  Hipóteses para uma hibrida{\c c}ão de um sistema flex{\'ıvel de produ{\c c}ão[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, Oliveira P, Bento S.  1996.  Hibrida{\c c}ão de um sistema flex{\'ıvel de produ{\c c}ão: possibilidades de aplica{\c c}ão do conceito de antropocentrismo[Hybridation of a flexible production system: possibilities for an application of t, Feb. , Number 7193: University Library of Munich, Germany Abstract

Today one can understand the wider use of the anthropocentrism concept applied to the production architectures, emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. Having a flexible production and assembly system architecture that exists at UNINOVA-CRI, we will try to develop some exploratory hypothesis on the applicability of the hybridizing concept and its repercussions in the definition of working places, in their organization and formation of working teams. We will underline some aspects that should be taken into consideration when are design such systems, including some ergonomical aspects.

Fischer, M, Krings B-J, Moniz AB, Zimpelmann E.  2017.  Herausforderungen der Mensch-Roboter-Kollaboration. Lernen & Lehren. 2017(32):8-14.
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Moniz, AB, Silva AV, Woll T, Sampaio JJ.  2007.  Globalization processes of value chains in clothing industry in Portugal: implication in the working structures, Mar. , Number hal-00256824: HAL Abstract

Some of the phenomena where the “globalization” concept is applied include the internationalization of markets, globalization of culture, pol{\'ıtical 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, AB, Paulos MR.  2008.  The globalisation in the clothing sector and its implications for work organisation: a view from the Portuguese case, Jun. , Number 05/2008: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology 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, 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.

F
Moniz, A.  2007.  Futuros da indústria automóvel: Qual a sua importância para a defini{\c c}ão do produto, modelos de produ{\c c}ão e estratégias de mobilidade?[Futures of automobile industry: How important is it for, Mar , Number 5939: University Library of Munich, Germany Abstract

Some programs and research networks are dealing with topics associated to the automtive sector and they observe one of the most significative sectores of modern economies. Because of that is so interesting to forecast some possible changes in an horizon of 10 to 20 years. But this exercse must not be centred only on technical aspects of automobile construction, or on the design, or even on the mobility systems. How one can face these problems, and how it can be so decisivelly important, is what we will try to answer in this paper that resumes some of the debates on the foresight exercises in Germany (Futur) and on the automotive sector in Portugal (WorTiS).

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, AB, Paulos M.  2008.  Futures of automobile industry and challenges on sustainable development and mobility, May. , Number hal-00287886: HAL 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

Moniz, AB, Paulos MR.  2008.  Futures of automobile industry and challenges on sustainable development and mobility, Apr. , Number 04/2008: Universidade Nova de Lisboa, IET-Research on Enterprise and Work Innovation, Faculty of Science and Technology 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, 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

Paulos, MR, Moniz AB.  2008.  Fragmentation? The future of work in Europe in a global economy: the WORKS final International Conference debate, November Enterprise and Work Innovation Studies. 4:167-169., Number 4 AbstractWebsite

WORKS final conference report

Moniz, AB.  2009.  Foresight studies on work in the knowledge society: a 2nd international conference at UNL, November. Enterprise and Work Innovation Studies. 5:77-81., Number 5 AbstractWebsite

The 2nd International Conference on "Foresight Studies on Work in the Knowledge Society" was organised by IET, the Research Centre on Enterprise and Work Innovation, at the Faculty of Sciences and Technology of "Universidade Nova de Lisboa" (FCT-UNL), and took place on January 26 and 27 of 2009 with the support of the European project WORKS-Work Organisation Re-structuring in the Knowledge Society (financed by the European Commission, and co-ordinated by HIVA Leuven)

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, AB.  2006.  Foresight methodologies to understand changes in the labour process. Experience from Portugal, November. Enterprise and Work Innovation Studies. 2:105-116., Number 2 AbstractWebsite

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.  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, 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.

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Versteeg, T, Baumann M, Weil M, Moniz AB.  2017.  Exploring emerging battery technology for grid-connected energy storage with Constructive Technology Assessment. Technological Forecasting and Social Change. 115:99-110. AbstractWebsite

The last decades have shown an increasing amount of research into expectations of science and technology. Especially for emerging technologies, expectations held by different stakeholder are guiding the direction of research and development. In this article the results of an investigation into the expectations of specific actors regarding the development of emerging battery technology for applications in the power grid are presented. It is set up as an explorative study within the framework of Constructive Technology Assessment (CTA). A number of studies since the 1990s have indicated a growing need for energy storage options in the power grid, where batteries appear to be capable of providing a range of valuable services to the grid. Cost-effectiveness on a large scale will however require considerable technical improvements. The configuration of energy storage may differ in the specific location and exploitation of the storage assets, as well as in the investments in new storage capacity. In this study the visions and expectations of several relevant actors are analysed using interviews and surveys in terms of expectations of technological development, expectations concerning stakeholder roles, and channels of interaction between the relevant actors. The results indicate a divide in expectations between the user side of the technology (the electric power industry) and the development side (academic researchers). Opinions differ with respect to the obstacles to technological development, the actors relevant in early technological development, and the most suitable channels for interaction between these actors. It follows from the theoretical background that conflicts in expectations provide the opportunity for the acceleration of technological development and adoption through stakeholder participation. Small interactive workshops, where conflicts identified in this paper are discussed, were identified as a suitable channel in order to reach consensus in visions and expectations for battery technology.

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.

Baumann, M, Marcelino C, Peters J, Weil M, Almeida P, Wanner E.  2017.  Environmental impacts of different battery technologies in renewable hybrid micro-grids. IEEE International Conference on Innovative Smart Grid Technologies. , Turin: IEEE
Peters, J, Baumann M, Zimmermann B, Braun J, Weil M.  2017.  The environmental impact of Li-Ion batteries and the role of key parameters - A review. Renewable and Sustainable Energy Reviews. 2017(67):491-506. AbstractWebsite

The increasing presence of Li-Ion batteries (LIB) in mobile and stationary energy storage applications has triggered a growing interest in the environmental impacts associated with their production. Numerous studies on the potential environmental impacts of LIB production and LIB-based electric mobility are available, but these are very heterogeneous and the results are therefore difficult to compare. Furthermore, the source of inventory data, which is key to the outcome of any study, is often difficult to trace back. This paper provides a review of LCA studies on Li-Ion batteries, with a focus on the battery production process. All available original studies that explicitly assess LIB production are summarized, the sources of inventory data are traced back and the main assumptions are extracted in order to provide a quick overview of the technical key parameters used in each study. These key parameters are then compared with actual battery data from industry and research institutions. Based on the results from the reviewed studies, average values for the environmental impacts of LIB production are calculated and the relevance of different assumptions for the outcomes of the different studies is pointed out. On average, producing 1 Wh of storage capacity is associated with a cumulative energy demand of 328 Wh and causes greenhouse gas (GHG) emissions of 110 gCO2eq. Although the majority of existing studies focus on GHG emissions or energy demand, it can be shown that impacts in other categories such as toxicity might be even more important. Taking into account the importance of key parameters for the environmental performance of Li-Ion batteries, research efforts should not only focus on energy density but also on maximizing cycle life and charge-discharge efficiency.

Krings, B-J, Weinberger N, Decker M.  2016.  Enabling a mobile and independent way of life for people with dementia - Needs-oriented technology development. Ageing and technology. Perspectives from the social sciences. :183-204., Bielefeld: transcript
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.