António Moniz

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).

This is the second interim report of the research project "Information Society, Work and the Generation of New Forms of Social Exclusion" (SOWING). It is based on a firm survey conducted in the eight regions participating in the research project — Flanders (Belgium), Lazio (Italy), Niederösterreich (Austria), Portugal, the Republic of Ireland, the Stuttgart area (Germany), the Tampere region (Finland) and the West London area (U.K.). The aim of this report is to present a broad overview of the collected data. In general, only simple statistical methods have been applied. The report focuses on a regional comparison; however, the data have also been analysed by firm size, measured by quantity of staff, and industrial sector. It should be seen as a first step in the data analysis; it may also give some hints for a more strategic analysis of the survey data.

The project started in 2009 with the support of DAAD in Germany and CRUP in Portugal under the “Collaborative German-Portuguese University Actions” programme. One central goal is the further development of a theory of technology assessment applied to robotics and autonomous systems in general that reflects in its methodology the changing conditions of knowledge production in modern societies and the emergence of new robotic technologies and of associated disruptive changes. Relevant topics here are handling broadened future horizons and new clusters of science and technology (medicine, engineering, interfaces, industrial automation, micro-devices, security and safety), as well as new governance structures in policy decision making concerning research and development (R&D).

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

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.

The research report presents the key findings from the INVOLVE project (VS/2020/0145). It contributes to the debates on the participation of social partners in dual VET governance under countries generally classified as state-centred, skills-formation regimes (Spain, Greece, Portugal and Poland). The research report analysed the actual role played by social partners in the dual VET systems in the selected countries at different governance levels and the extent to which trade unions and employer organisations are involved on an equal footing. It also formulates policy recommendations supporting collective responses to dual VET systems in the selected countries. Findings are based on desk research, fieldwork consisting of semi-structured interviews and mini-case studies and national scenarios developed by INVOLVE partners, on the basis of a scenario workshop methodology

Since the 1970s, the application of microprocessor in industrial machinery and the development of computer systems have transformed the manufacturing landscape. The rapid integration and automation of production systems have outpaced the development of suitable human design criteria, creating a deepening gap between humans and systems in which human was seen as an important source of errors and disruptions. Today, the situation seems different: the scientific and public debate about the concept of Industry 4.0 has raised awareness about the central role humans have to play in manufacturing systems, the design of which must be considered from the very beginning. The future of industrial systems, as represented by Industry 4.0, will rely on the convergence of several research fields such as Intelligent Manufacturing Systems (IMS), Cyber-Physical Systems (CPS), Internet of Things (IoT), but also socio-technical fields such as social approaches within technical systems. This article deals with different human social dimensions associated with CPS and IoT and focuses on their conceptual evolution regarding automated production systems’ sociability, notably by bringing humans back in the loop. Hereby, this paper aims to take stock of current research trends to show the importance of integrating human operators as a part of a socio-technical system based autonomous and intelligent products or resources. Consequently, different models of sociability as a way to integrate humans in the broad sense and/or the develop future automated production systems have been identified from the literature and analysed.

Due to the ongoing technical advancements in robotics, new organizational and occupational impacts are expected in different sectors. The contribution of António Moniz and Bettina-Johanna Krings focuses on the social conditions under which technology is embedded into production processes. Thus, social distribution processes, demographic change, sustainability becomes more and more important when reflecting about "technology futures".
In particular they will ask:
How does automation change work & working conditions?
Which expectations on technology are strengthen-ing the concepts of work?
Which regulations and ethics principles must be considered (safety, autonomy, control)?
Which new competences and qualification dimen-sions will be raised for non-routine tasks in auto-mated environments?
Which new types of human-machine interaction can be developed with increased cyber-physical system application at the shopfloor?

Portugal has been referred as one example of lower levels of integration of social partners in the governance of education and training systems (Sanz de Miguel, 2017). There is lack of research about the effectiveness of the governance of the only program close to the Dual VET concept: the Apprenticeship system. A pilot project of Dual VET ran from 2012 and terminated in 2016 without substantial evaluation. The objective of this paper is to provide an overview of the role social partners have in the governance of the existing Portuguese Apprenticeship system. We carried out extensive review of the scientific and grey literature about Dual VET for youngsters in Portugal, as well as database queries to official statistical sources. Our research reveals a complex formal role: The employment agency IEFP provides funding for Apprenticeship and negotiates with the main social partners the allocation of the Single Social Tax for its regional centres. Indirectly, many social partners are formally involved in the general VET governance participating in various coordination and monitoring structures of the National System of Qualifications and other regulatory agencies (IEFP and ANQEP). In this article we also discuss possible causes for the failure of the pilot Dual VET, which took effect within the scope of a curricular review of the primary and secondary education.

The focus of the following article is on the use of new robotic systems in the manufacturing industry with respect to the social dimension. Since “intuitive” human–machine interaction (HMI) in robotic systems becomes a significant objective of technical progress, new models of work organization are needed. This hypothesis will be investigated through the following two aims: The first aim is to identify relevant research questions related to the potential use of robotic systems in different systems of work organization at the manufacturing shop-floor level. The second aim is to discuss the conceptualization of (old) organizational problems of human–robot interaction (HRI). In this context, the article reflects on the limits of cognitive and perceptual workload for robot operators in complex working systems. This will be particularly relevant whenever more robots with different “roles” are to be increasingly used in the manufacturing industry. The integration of such complex socio-technical systems needs further empirical and conceptual research with regard to “social” aspects of the technical dimension. Future research should, therefore, also integrate economic and societal issues to understand the full dimensions of new human–robot interaction in industry today.

Robotics technology has been applied to a wide variety of sectors and with a higher economic and social impact. In the last decades it has been one of the main elements of industrial manufacturing automation where about 1.5 million robots are currently operating, which means that 4 to 5 million workers are operating those systems. From 2014 to 2016, robot installations are estimated to increase by 6% on average per year. Besides this, in recent years the number of professional service robots has increased enormously in military and civil applications (around 130 thousand units).

Approaching the topic of robotics-work relation in a general and international context enables the possibility to know more about the impacts in different sectors. In this book the main discussion themes are followed in order to understand which the main dimensions are included in such debate. In that way, it becomes possible to understand the possible answers and available alternatives.
The book follows the themes of relation between employment and technology, the automation as rationalization process and robotics as a technology reference. The other topics are the emergence of ethical, legal and social aspects of this technology, the development that can be perceived in the case of Portugal, and the conclusions about the limits and perspectives of new robotic developments.
This edition has empirical information on the Portuguese case and also includes data from the main resources of the global debate on this issue: the new developments of automation and its relation with the work content and employment.
The author underlined the importance of the contribute that he got from the discussions at the ITAS Working Group on Robotics Technology Assessment, and at the ITAS Research Group on Technology and Work, in Germany, and at the Observatory of Technology Assessment at CICS.NOVA in Portugal. The book is include in a series supported by the Portuguese-American Foundation for Development (FLAD) and was published by Glaciar.

The emergence of the platform economy is the most recent model of outsourcing practices and the flexibilization of the organisation of production supported by the development of information and communication technologies. The spread of this business model has led to the expansion of different precarious forms of employment, the most common being the bogus self-employed. The business model based on digital platforms also has the effect of limiting the capacity of trade unions to represent and defend workers, preventing or limiting, for example, resource to collective bargaining. This article compares the trade union revitalisation strategies deployed in Spain and Portugal in the rider sector by traditional trade unions and associations of delivery workers and precarious workers. The article shows how, in both countries, unions have combined organising and mobilisation strategies with actions aimed at influencing political and regulatory expectations. However, there is evidence of a greater experimentation of practices in the Spanish case, as well as a greater impact and influence of their strategies in political terms. The article also reveals important differences between the two countries regarding the relationship between traditional trade unions and delivery workers' associations.

Energy storage systems (ESS) are seen as one of the main pillars for a renewable-based energy system. Selecting the most suitable and sustainable ESS for a given project is a problem that involves multiple stakeholders with quite often diverging objectives that cannot all be fulfilled by a single technology. Several studies are available that tackle this problem applying multi-criteria decision analysis (MCDA). However, these use very different Multi-Attribute Decision Making (MADM) approaches, criteria and goals for decision support, why their results are difficult to compare or to reproduce. This work presents a review of existing MCDA-literature using MADM as a tool for sustainability evaluation of grid-tied ESS. Available studies are summarized, the goals, used MADM methods, and quantification of criteria are analyzed and discussed to provide tentative recommendations. The reviewed studies cover multiple technologies ranging from electrochemical, mechanical or electric ESS. Considered criteria are mainly structured around technology, economy, society, and environment, comprising a high number of individual sub-criteria. The aggregation of these criteria is mainly realized through the Analytic Hierarchy Process (AHP) in combination with a wide set of other methods. The quantification of various criteria is often based on different literature sources wherein context-free data for cost, and environmental impacts are used, leading in some cases to inconsistent comparisons in the assessments. Only in a few cases, assessments are linked to specific application requirements, which are decisive factors for the design of an ESS. A minority of the reviewed works include a representative set of decision-makers in their approaches, wherein the number or type of participants is often not communicated transparently. Therefore, most of the studies are considered to have a limited orientation towards practical decision making, but they provide valuable information regarding MADM method development.

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

In recent years, statistical data revealed a strong dynamism in terms of Research and Development (R&D) growth, of development of innovation structures and emergence of programs, and a growth in terms of industrial integration. However, the political and financial changes from 2007 at the global level revealed as well how fragile are these
outcomes in terms of sustainable development strategy, and how far dependent are from the external markets and political structures. Based on the available information and data, we will present the changes observed in recent years, and understand how the industrial integration can be achieved with clear linkages to the national innovation system and the importance of R&D policy to structure the articulation between innovation and the economic market. The challenges and potential problems can be anticipated if the social implications are also present on the policy options, and if clear technology assessment procedures are taken. When this does not occur, the probability of endogenization of innovation and R&D will become problematic. For these reasons it can be difficult to talk
about a “success story” when all these elements are not considered as a whole and are only seen through very specific angles and with very specialized approaches.

The objective of the paper is to help to understand recent changes in the structure of R&D activities, by analyzing data on the expenditure of the business sector in research and development (R&D). The results are framed in an international context, through comparison with indicators from the most developed countries, divided by technological intensity and economic activity. The study reveals that the indicators of Portuguese R&D expenditure in the business sector are closely linked both to fiscal policy and to high foreign direct investment in knowledge-intensive industries. It also links these indicators to phenomena such as the abundance of skilled labor in pharmaceutical industries and the government intervention in some sectors of the economy (namely health and rail transportation).

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